Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,711,540
+$1,433,296 QoQ
Shares Held
35,779
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,332
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. JPM ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
35,779 | $11,711,540 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,187 | $4,626,035 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
43,514 | $4,137,746 | |
| 4 | C |
Citigroup Inc
|
29,376 | $4,111,464 | |
| 5 | ING |
Ing Groep NV
|
99,831 | $3,132,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
37,034 | $3,060,489 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
150,101 | $2,985,508 | |
| 8 | SAN |
Banco Santander, S.A.
|
197,972 | $2,732,013 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,711,540 | 35,779 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,278,244 | 34,941 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,959,043 | 40,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,586,146 | 33,561 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $6,267,564 | 21,619 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,952,852 | 20,191 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,548,017 | 18,973 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,891,632 | 18,456 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,214,315 | 15,892 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,137,499 | 15,664 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,965,505 | 11,555 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,686,292 | 11,628 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,659,906 | 11,413 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,419,988 | 10,897 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,473,759 | 10,990 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $425,210 | 4,069 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $507,533 | 4,507 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,367,000 | 458,989 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $562,300 | 3,551 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $502,855 | 3,072 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $455,732 | 2,930 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $357,588 | 2,349 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $462,534 | 3,640 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||