Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,146,248
+$1,094,063 QoQ
Shares Held
30,997
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#1,431
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. JPM ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
78 | $11,279 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,146,248 | 30,997 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,052,185 | 30,773 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,676,588 | 30,031 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,209,925 | 29,198 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,448,847 | 29,143 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,129,889 | 29,066 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,296,772 | 30,440 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,545,305 | 31,041 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,915,295 | 29,246 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,553,718 | 27,727 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,719,916 | 21,869 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,815,418 | 19,414 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,466,226 | 16,957 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,433,540 | 11,001 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,113,700 | 8,305 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,445,862 | 13,836 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,535,887 | 13,639 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,673,055 | 12,273 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,820,549 | 11,497 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $708,450 | 4,328 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,501,272 | 9,652 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,332,012 | 8,750 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $546,782 | 4,303 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||