Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,819
+$4,986 QoQ
Shares Held
30
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5,046
of 5,058 holders
Holding Since
Mar 2020
24 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, 2026HighMark Wealth Management LLC holds $6,610,553 across 8 Banks - Diversified names. JPM ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
68,644 | $5,672,740 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
9,008 | $856,570 | |
| 3 | BAC |
Bank Of America Corp /De/
|
995 | $56,695 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
30 | $9,819 | |
| 5 | SAN |
Banco Santander, S.A.
|
425 | $5,865 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
255 | $5,071 | |
| 7 | BCS |
Barclays PLC
|
110 | $2,954 | |
| 8 | C |
Citigroup Inc
|
6 | $839 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,819 | 30 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $4,833 | 15 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $315 | 1 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $289 | 1 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $25 | 0 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $24 | 0 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,271 | 25 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $2,003 | 0 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,376 | 61 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,701 | 60 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $15,852 | 109 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,951 | 38 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $21,724 | 162 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,720 | 160 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,904 | 159 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,538 | 158 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $24,860 | 157 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $25,535 | 156 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $24,108 | 155 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $29,075 | 191 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $27,447 | 216 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $22,430 | 233 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $31,227 | 332 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,080 | 12 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||