Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,084,763
+$502,477 QoQ
Shares Held
6,369
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,928
of 5,056 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$838,049
PutShares
4,184
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $3,879,343 across 5 Banks - Diversified names. JPM ranks #1 (53.7% of the industry book) .
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,084,763 | 6,369 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,582,286 | 5,379 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $2,026,118 | 6,288 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,320,389 | 4,186 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,318,799 | 4,549 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,115,869 | 4,549 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,002,945 | 4,184 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $902,691 | 4,281 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $846,255 | 4,184 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $838,049 | 4,184 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $761,197 | 4,475 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $649,109 | 4,476 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $654,334 | 4,499 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $588,088 | 4,513 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $612,434 | 4,567 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $464,606 | 4,446 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $502,577 | 4,463 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $543,098 | 3,984 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $630,865 | 3,984 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $652,632 | 3,987 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $620,137 | 3,987 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $717,459 | 4,713 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $5,000 | 2,000 | Principal | Sole | 2021-05-14 | |
| 2020-12-31 | $703,967 | 5,540 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||