Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,923,697
+$400,399 QoQ
Shares Held
15,042
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#2,106
of 5,058 holders
Holding Since
Dec 2021
15 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $5,016,708 across 10 Banks - Diversified names. JPM ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,042 | $4,923,697 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,249 | $29,451 | |
| 3 | BAC |
Bank Of America Corp /De/
|
281 | $16,011 | |
| 4 | C |
Citigroup Inc
|
103 | $14,415 | |
| 5 | SAN |
Banco Santander, S.A.
|
971 | $13,399 | |
| 6 | TD |
Toronto Dominion Bank
|
49 | $5,950 | |
| 7 | RY |
Royal Bank Of Canada
|
26 | $5,381 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
141 | $3,533 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,923,697 | 15,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,523,298 | 15,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,567,790 | 14,176 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,378,799 | 13,882 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,318,499 | 14,896 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,724,144 | 15,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,630,168 | 15,144 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,109,974 | 14,749 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,097 | 1,459 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $190,084 | 949 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $139,311 | 819 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $131,243 | 905 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $139,866 | 1,043 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $211,023 | 1,548 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $256,685 | 1,621 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||