Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,708,001
+$249,118 QoQ
Shares Held
8,273
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,680
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. JPM ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,001 | 8,273 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,458,883 | 8,359 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,973,446 | 9,228 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,056,516 | 9,690 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,814,446 | 9,708 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,810,402 | 11,457 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,705,127 | 11,285 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,282,770 | 10,826 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,545,442 | 12,585 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,705,550 | 18,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,476,673 | 20,439 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,283,687 | 22,643 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,295,224 | 43,284 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,867,859 | 45,030 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,744,860 | 35,383 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,829,755 | 27,079 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,454,987 | 30,681 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,085,237 | 29,968 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,823,182 | 30,459 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,636,191 | 28,323 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,266,928 | 27,433 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,106,708 | 26,977 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,140,875 | 16,848 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||