Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,610,790
+$629,179 QoQ
Shares Held
4,921
+47.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,170
of 5,058 holders
Holding Since
Jun 2021
19 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, 2026RIVERSEDGE ADVISORS, LLC holds $9,307,570 across 18 Banks - Diversified names. JPM ranks #1 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,921 | $1,610,790 | |
| 2 | C |
Citigroup Inc
|
6,332 | $886,226 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
7,868 | $748,168 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,527 | $713,788 | |
| 5 | RY |
Royal Bank Of Canada
|
2,908 | $601,868 | |
| 6 | SAN |
Banco Santander, S.A.
|
43,102 | $594,807 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
26,910 | $535,239 | |
| 8 | TD |
Toronto Dominion Bank
|
4,066 | $493,734 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610,790 | 4,921 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $981,611 | 3,337 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,218,958 | 3,783 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,299,571 | 4,120 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $913,216 | 3,150 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $714,068 | 2,911 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $619,650 | 2,585 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $506,485 | 2,402 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $444,162 | 2,196 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $411,015 | 2,052 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $337,138 | 1,982 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $246,534 | 1,700 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $214,524 | 1,475 | Shares | Sole | 2023-07-13 | |
| 2022-09-30 | $258,533 | 2,474 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $432,760 | 3,843 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $537,509 | 3,943 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $614,081 | 3,878 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $556,546 | 3,400 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $421,513 | 2,710 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||