Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,734,842
+$543,939 QoQ
Shares Held
8,355
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,670
of 5,058 holders
Holding Since
Mar 2021
22 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, 20261900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,355 | $2,734,842 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,801 | $1,057,874 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,416 | $783,207 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,903 | $773,136 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,777 | $500,113 | |
| 6 | C |
Citigroup Inc
|
1,476 | $206,580 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,734,842 | 8,355 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,190,903 | 7,448 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,825,869 | 8,770 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,932,868 | 9,298 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,853,584 | 9,843 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,242,375 | 13,218 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,421,211 | 18,444 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,402,967 | 20,881 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,087,850 | 25,155 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,609,699 | 32,999 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,942,613 | 34,936 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,141,539 | 35,454 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,101,498 | 41,952 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,480,317 | 42,056 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,477,582 | 40,847 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,250,015 | 40,670 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,580,073 | 40,672 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,562,946 | 40,808 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,447,378 | 40,716 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,212,526 | 37,953 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $459,931 | 2,957 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $413,913 | 2,719 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||