Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,940,739
+$426,110 QoQ
Shares Held
5,929
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#3,004
of 5,058 holders
Holding Since
Dec 2022
14 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, 2026Madison Wealth Partners, Inc holds $4,386,490 across 4 Banks - Diversified names. JPM ranks #1 (44.2% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,739 | 5,929 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,514,629 | 5,149 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,522,489 | 4,725 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,632,350 | 5,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,528,405 | 5,272 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,829,692 | 7,459 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,813,166 | 7,564 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,576,811 | 7,478 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,578,437 | 7,804 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,533,296 | 7,655 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,310,110 | 7,702 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $227,971 | 1,572 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $222,668 | 1,531 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $204,368 | 1,524 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||