Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,004,227
+$361,056 QoQ
Shares Held
12,233
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#2,294
of 5,056 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, 2026WOLFF WIESE MAGANA LLC holds $4,559,733 across 8 Banks - Diversified names. JPM ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,233 | $4,004,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,961 | $396,637 | |
| 3 | RY |
Royal Bank Of Canada
|
275 | $56,916 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
287 | $41,503 | |
| 5 | C |
Citigroup Inc
|
217 | $30,371 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
160 | $13,222 | |
| 7 | TD |
Toronto Dominion Bank
|
75 | $9,107 | |
| 8 | ING |
Ing Groep NV
|
247 | $7,750 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,227 | 12,233 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,643,171 | 12,385 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,382,987 | 10,499 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,225,902 | 10,227 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,973,027 | 10,255 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,637,465 | 10,752 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,638,967 | 11,009 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,577,763 | 12,225 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,435,210 | 12,040 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,236,549 | 11,166 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,082,534 | 12,243 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,151,516 | 14,836 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,202,543 | 15,144 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,016,156 | 15,472 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,055,216 | 15,326 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,617,451 | 15,478 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,684,082 | 14,955 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,928,381 | 14,146 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,360,523 | 14,907 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $2,313,266 | 14,132 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $2,209,911 | 14,208 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $2,188,306 | 14,375 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $1,758,013 | 13,835 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||