Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$330,603
+$82,038 QoQ
Shares Held
1,010
+19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#4,608
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avion Wealth holds $1,183,817 across 8 Banks - Diversified names. JPM ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
4,797 | $396,424 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
1,010 | $330,603 | |
| 3 | C |
Citigroup Inc
|
1,894 | $265,084 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,516 | $143,361 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
268 | $38,755 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
169 | $3,361 | |
| 7 | UBS |
UBS Group AG
|
65 | $3,221 | |
| 8 | BCS |
Barclays PLC
|
112 | $3,008 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,603 | 1,010 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $248,565 | 845 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $275,175 | 854 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $358,328 | 1,136 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $297,737 | 1,027 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $321,343 | 1,310 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $314,020 | 1,310 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $144,649 | 686 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $55,014 | 272 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $255,582 | 1,276 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $201,738 | 1,186 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $404,314 | 2,788 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $438,500 | 3,015 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $360,046 | 2,763 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $286 | 2,742 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $286,539 | 2,742 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $311,591 | 2,767 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $370,245 | 2,716 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $430,078 | 2,716 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $444,582 | 2,716 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $422,446 | 2,716 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $412,847 | 2,712 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $358,591 | 2,822 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $270,903 | 2,814 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $44,302 | 471 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $51,407 | 571 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||