Position in JPM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$49,255,963
+$3,914,729 QoQ
Shares Held
150,478
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#606
of 5,058 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)
Derivatives in JPM
reported options exposure · as of Sep 30, 2021CallValue
$32,738
CallShares
200
PutValue
$0
PutShares
0
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, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. JPM ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in JPM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,255,963 | 150,478 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $45,341,234 | 154,138 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44,726,069 | 138,806 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $41,776,495 | 132,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,255,564 | 125,058 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,459,636 | 124,173 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,335,230 | 122,378 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $24,901,511 | 118,095 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,311,678 | 115,256 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,207,661 | 110,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,961,029 | 105,591 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,677,242 | 108,104 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $15,101,180 | 103,831 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,679,943 | 104,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,186,439 | 105,790 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,716,788 | 102,553 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,939,114 | 114,902 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $14,234,943 | 104,423 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $27,308,407 | 172,456 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $27,392,865 | 167,346 | Shares | Defined | 2021-12-03 | |
| 2021-09-30 | $32,738 | 200 | Call | Sole | 2021-12-03 | |
| 2021-06-30 | $24,771,766 | 159,263 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $22,119,779 | 145,305 | Shares | Defined | 2021-05-24 | |
| 2020-12-31 | $18,005,691 | 141,699 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,111,343 | 125,806 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $38,624 | 600 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $9,562,609 | 101,665 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,243,560 | 102,672 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $11,003 | 300 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||