Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,676,556
+$962,054 QoQ
Shares Held
17,342
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,982
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, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. JPM ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,556 | 17,342 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $4,714,502 | 16,027 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,447,773 | 16,907 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,652,505 | 17,920 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,090,819 | 17,560 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,131,097 | 16,841 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $3,926,449 | 16,380 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $3,367,223 | 15,969 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $3,294,815 | 16,290 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,237,849 | 16,165 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,542,824 | 14,949 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,235,048 | 15,412 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,241,521 | 15,412 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,087,435 | 16,019 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,843,321 | 21,203 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,064,397 | 19,755 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,982,273 | 17,603 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $2,172,667 | 15,938 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,379,208 | 15,025 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,468,444 | 15,080 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,438,245 | 15,676 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,502,813 | 16,441 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $2,380,909 | 18,737 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,713,991 | 17,804 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,552,648 | 16,507 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,173,541 | 13,035 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||