Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$407,853
+$125,754 QoQ
Shares Held
1,246
+29.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#4,449
of 5,058 holders
Holding Since
Dec 2020
8 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, 2026Cypress Point Wealth Management, LLC holds $2,076,871 across 3 Banks - Diversified names. JPM ranks #3 (19.6% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,853 | 1,246 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $282,099 | 959 | Shares | Sole | 2026-04-13 | |
| 2024-09-30 | $225,831 | 1,071 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $235,430 | 1,164 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $227,540 | 1,136 | Shares | Sole | 2024-05-07 | |
| 2021-09-30 | $225,401 | 1,377 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $214,178 | 1,377 | Shares | Sole | 2021-08-04 | |
| 2020-12-31 | $25,414 | 200 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||