Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,025,483
+$908,721 QoQ
Shares Held
21,463
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,776
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 27%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
21,463 | $7,025,483 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,680 | $3,196,514 | |
| 3 | SAN |
Banco Santander, S.A.
|
68,891 | $950,695 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
35,541 | $706,910 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,297 | $693,871 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,922 | $451,395 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,644 | $392,037 | |
| 8 | UBS |
UBS Group AG
|
6,941 | $343,995 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,025,483 | 21,463 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $6,116,762 | 20,794 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $5,915,958 | 18,360 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,703,691 | 14,912 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,343,721 | 14,983 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $4,967,324 | 20,250 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $4,873,063 | 20,329 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $4,348,775 | 20,624 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $4,214,693 | 20,838 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,323,074 | 21,583 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $3,983,231 | 23,417 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,638,696 | 25,091 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $3,838,888 | 26,395 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $3,860,954 | 29,629 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $3,783,496 | 28,214 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,777,923 | 26,583 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,430,911 | 21,587 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $953,421 | 6,994 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $931,889 | 5,885 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $742,825 | 4,538 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $461,020 | 2,964 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $433,702 | 2,849 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $345,122 | 2,716 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $261,469 | 2,716 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $260,452 | 2,769 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $724,651 | 8,049 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||