Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$535,511
+$54,266 QoQ
Shares Held
1,636
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#4,227
of 5,058 holders
Holding Since
Dec 2020
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, 2026Urban Wealth Management, LLC holds $2,757,497 across 4 Banks - Diversified names. JPM ranks #3 (19.4% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,511 | 1,636 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $481,245 | 1,636 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $574,840 | 1,784 | Shares | Sole | 2026-01-30 | |
| 2022-06-30 | $213,170 | 1,893 | Shares | Sole | 2022-07-22 | |
| 2020-12-31 | $301,155 | 2,370 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||