One Charles Private Wealth Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800938 HINGHAM, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,108,318

+$426,024 QoQ

Shares Held

12,551

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#2,274

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

One Charles Private Wealth Services, LLC holds $6,726,734 across 3 Banks - Diversified names. JPM ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,551	$4,108,318
2	BAC	Bank Of America Corp /De/	41,893	$2,387,063
3	C	Citigroup Inc	1,653	$231,353

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,108,318	12,551	+0.3%	Shares	Sole	2026-07-15
2026-03-31	$3,682,294	12,518	+0.6%	Shares	Sole	2026-05-07
2025-12-31	$4,007,772	12,438	-7.6%	Shares	Sole	2026-02-06
2025-09-30	$4,246,634	13,463	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$3,970,897	13,697	+11.1%	Shares	Sole	2025-08-12
2025-03-31	$3,025,039	12,332	+0.6%	Shares	Sole	2025-05-08
2024-12-31	$2,937,406	12,254	+0.6%	Shares	Sole	2025-02-11
2024-09-30	$2,568,063	12,179	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$2,454,425	12,135	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$2,414,015	12,052	+2.2%	Shares	Sole	2024-05-14
2023-12-31	$2,005,819	11,792	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,660,479	11,450	+2.2%	Shares	Sole	2023-11-13
2023-06-30	$1,630,236	11,209	-0.5%	Shares	Sole	2023-08-08
2023-03-31	$1,468,333	11,268	+0.5%	Shares	Sole	2023-05-04
2022-12-31	$1,502,858	11,207	-0.2%	Shares	Sole	2023-02-06
2022-09-30	$1,173,744	11,232	+1.8%	Shares	Sole	2022-11-09
2022-06-30	$1,242,763	11,036	+1.3%	Shares	Sole	2022-08-08
2022-03-31	$1,485,479	10,897	-0.1%	Shares	Sole	2022-05-02
2021-12-31	$1,727,281	10,908	-8.5%	Shares	Sole	2022-01-27
2021-09-30	$1,951,184	11,920	-2.2%	Shares	Sole	2021-11-03
2021-06-30	$1,896,343	12,192	+160.7%	Shares	Sole	2021-08-10
2021-03-31	$711,827	4,676	+14.6%	Shares	Sole	2021-04-27
2020-12-31	$518,572	4,081	-72.8%	Shares	Sole	2021-01-29
2020-06-30	$1,411,276	15,004	+2.1%	Shares	Sole	2020-08-12
2020-03-31	$1,323,080	14,696	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.