Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,376,660
-$6,386,917 QoQ
Shares Held
43,921
-37.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,186
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2025CallValue
$367,950
CallShares
1,500
PutValue
$367,950
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. JPM ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,355 | $223,936 |
All Filings in JPM
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,376,660 | 43,921 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,763,577 | 70,586 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,167,066 | 50,174 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $24,395,987 | 77,342 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,035,490 | 65,660 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $16,589,148 | 67,628 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $367,950 | 1,500 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $367,950 | 1,500 | Put | Sole | 2025-05-01 | |
| 2024-12-31 | $12,895,439 | 53,796 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,394,147 | 68,264 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $303,390 | 1,500 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $13,951,490 | 68,978 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $15,485,994 | 77,314 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,546,065 | 73,757 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,102,788 | 117,934 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,357,327 | 153,722 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $338,806 | 2,600 | Put | Sole | 2023-05-08 | |
| 2023-03-31 | $18,340,480 | 140,745 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,500,301 | 137,959 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $482,760 | 3,600 | Put | Sole | 2023-01-25 | |
| 2022-09-30 | $13,408,395 | 128,310 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,129,401 | 125,472 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,879,481 | 43,130 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $158,350 | 1,000 | Call | Sole | 2022-01-31 | |
| 2021-12-31 | $11,089,567 | 70,032 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $49,107 | 300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $14,003,515 | 85,549 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $62,216 | 400 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $12,139,585 | 78,048 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,189,207 | 86,640 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $10,382,254 | 81,705 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,536,882 | 78,289 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $18,812 | 200 | Call | Sole | 2020-07-21 | |
| 2020-06-30 | $6,960,628 | 74,002 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,433,597 | 82,568 | Shares | Sole | 2020-04-16 | |
| 2020-03-31 | $9,003 | 100 | Call | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||