Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$559,406
-$171,875 QoQ
Shares Held
1,709
-31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#4,184
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026waypoint wealth counsel holds $1,125,316 across 3 Banks - Diversified names. JPM ranks #1 (49.7% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,406 | 1,709 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $731,281 | 2,486 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,629,466 | 5,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,704,899 | 5,405 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,788,454 | 6,169 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,380,548 | 5,628 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,757,314 | 7,331 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,507,859 | 7,151 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,375,569 | 6,801 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $1,359,034 | 6,785 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,138,819 | 6,695 | Shares | Other | 2024-04-03 | |
| 2023-09-30 | $976,129 | 6,731 | Shares | Sole | 2024-04-03 | |
| 2023-06-30 | $978,955 | 6,731 | Shares | Other | 2024-04-02 | |
| 2023-03-31 | $888,062 | 6,815 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $920,461 | 6,864 | Shares | Sole | 2024-03-22 | |
| No filing history on record for this holder in this stock. | ||||||