Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,703,056
+$1,120,050 QoQ
Shares Held
23,533
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#1,688
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $13,278,373 across 6 Banks - Diversified names. JPM ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,533 | $7,703,056 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,901 | $1,931,678 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,529 | $1,613,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,276 | $907,572 | |
| 5 | C |
Citigroup Inc
|
6,307 | $882,727 | |
| 6 | RY |
Royal Bank Of Canada
|
1,157 | $239,464 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,703,056 | 23,533 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,583,006 | 22,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,267,349 | 22,554 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $7,505,341 | 23,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,139,134 | 21,176 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,662,417 | 19,007 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,223,958 | 5,106 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||