Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$932,890
+$94,534 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,724
of 5,058 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AMJ Financial Wealth Management holds $4,590,717 across 2 Banks - Diversified names. JPM ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
|
38,467 | $3,657,827 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,850 | $932,890 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,890 | 2,850 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $838,356 | 2,850 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $930,571 | 2,888 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $920,740 | 2,919 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $840,449 | 2,899 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $733,201 | 2,989 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $730,156 | 3,046 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $693,729 | 3,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $703,258 | 3,477 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $579,267 | 2,892 | Shares | Sole | 2024-05-07 | |
| 2022-12-31 | $253,046 | 1,887 | Shares | Sole | 2023-02-01 | |
| 2021-12-31 | $6,869,381 | 43,381 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,566,260 | 40,114 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,247,519 | 20,879 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||