Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$27,533,035
+$3,092,752 QoQ
Shares Held
84,114
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#833
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Red Door Wealth Management, LLC holds $30,510,123 across 6 Banks - Diversified names. JPM ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
84,114 | $27,533,035 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,165 | $1,036,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,356 | $704,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,257 | $599,718 | |
| 5 | C |
Citigroup Inc
|
2,407 | $336,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,451 | $300,313 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,533,035 | 84,114 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $24,440,283 | 83,085 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,460,706 | 82,120 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $25,817,314 | 81,848 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $23,325,868 | 80,459 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $17,716,792 | 72,225 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,700,595 | 69,670 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,683,548 | 64,894 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,554,480 | 62,071 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $11,858,761 | 59,205 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,932,989 | 58,395 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,194,935 | 56,509 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,071,383 | 62,372 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,881,801 | 52,811 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,009,407 | 52,270 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,128,128 | 49,073 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,313,277 | 47,183 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,202,287 | 45,498 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,471,764 | 40,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,401,915 | 39,110 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $5,578,131 | 35,863 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,010,041 | 32,911 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,942,727 | 31,028 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,911,782 | 30,246 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,813,428 | 29,911 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $2,561,263 | 28,449 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||