Texas Capital Bank Wealth Management Services Inc
BankPosition in JPM — Jpmorgan Chase & Co
CIK 1802655
Dallas, TX
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,678,424
+$2,035,002 QoQ
Shares Held
60,118
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#1,012
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 11%
None 21%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $27,358,323 across 8 Banks - Diversified names. JPM ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
60,118 | $19,678,424 | |
| 2 | C |
Citigroup Inc
|
19,886 | $2,783,243 | |
| 3 | BAC |
Bank Of America Corp /De/
|
45,201 | $2,575,552 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,704 | $884,578 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,751 | $542,432 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,528 | $393,211 | |
| 7 | UBS |
UBS Group AG
|
5,281 | $261,726 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,024 | $239,157 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,678,424 | 60,118 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,643,422 | 59,979 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $19,943,162 | 61,893 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $14,365,313 | 45,542 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,852,970 | 40,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,480,687 | 42,726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,294,246 | 51,288 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,970,834 | 52,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,874,534 | 48,821 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $9,112,848 | 45,496 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,763,722 | 51,521 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,679,244 | 52,953 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,715,246 | 66,799 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,650,889 | 66,387 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $8,954,125 | 66,772 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $8,265,532 | 79,096 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,780,877 | 77,976 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,635,457 | 85,354 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,600,245 | 73,257 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,304,577 | 75,170 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,382,239 | 47,462 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,376,914 | 41,890 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,897,318 | 46,410 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,433,329 | 46,051 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,599,912 | 27,641 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,607,305 | 17,853 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||