ATTICUS WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1800234
Palm Beach Gardens, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,407,184
+$226,576 QoQ
Shares Held
7,354
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,816
of 5,073 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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $2,686,264 across 2 Banks - Diversified names. JPM ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,354 | $2,407,184 | |
| 2 | C |
Citigroup Inc
|
1,994 | $279,080 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,184 | 7,354 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,180,608 | 7,413 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,520,404 | 7,822 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,469,501 | 7,829 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,870,789 | 6,453 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $957,160 | 3,902 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $887,406 | 3,702 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $758,252 | 3,596 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $683,436 | 3,379 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $628,541 | 3,138 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $415,044 | 2,440 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $348,773 | 2,405 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $348,619 | 2,397 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $329,553 | 2,529 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $438,641 | 3,271 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $352,374 | 3,372 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $379,720 | 3,372 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $463,351 | 3,399 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $507,986 | 3,208 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $383,853 | 2,345 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $366,296 | 2,355 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $300,045 | 1,971 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $261,382 | 2,057 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $177,810 | 1,847 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $379,532 | 4,035 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $370,653 | 4,117 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||