Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$661,861
-$4,452,404 QoQ
Shares Held
2,022
-88.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#4,045
of 5,058 holders
Holding Since
Dec 2020
21 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, 2026Destiny Wealth Partners, LLC holds $1,366,387 across 3 Banks - Diversified names. JPM ranks #1 (48.4% of the industry book) .
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,861 | 2,022 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,114,265 | 17,386 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,348,168 | 4,184 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,319,759 | 4,184 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,188,341 | 4,099 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $502,129 | 2,047 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $494,282 | 2,062 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $410,333 | 1,946 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $374,383 | 1,851 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $373,158 | 1,863 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $375,070 | 2,205 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $319,769 | 2,205 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $592,185 | 4,416 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $428,868 | 4,104 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $470,034 | 4,174 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $555,776 | 4,077 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $638,308 | 4,031 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $659,834 | 4,031 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $901,043 | 5,793 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $621,859 | 4,085 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $512,219 | 4,031 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||