Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$257,936
+$29,962 QoQ
Shares Held
788
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#4,776
of 5,058 holders
Holding Since
Jun 2025
5 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, 2026Sightline Wealth Advisors, LLC holds $1,216,468 across 3 Banks - Diversified names. JPM ranks #2 (21.2% of the industry book) .
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,936 | 788 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $227,974 | 775 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $249,720 | 775 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $245,719 | 779 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $225,839 | 779 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||