Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,628,725
+$3,752,591 QoQ
Shares Held
35,526
+32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,340
of 5,073 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,452,557 across 11 Banks - Diversified names. JPM ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
35,526 | $11,628,725 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
94,781 | $9,012,725 | |
| 3 | SAN |
Banco Santander, S.A.
|
431,070 | $5,948,766 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
297,300 | $5,913,297 | |
| 5 | C |
Citigroup Inc
|
40,689 | $5,694,832 | |
| 6 | BAC |
Bank Of America Corp /De/
|
95,217 | $5,425,464 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
166,072 | $4,161,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
172,721 | $4,072,761 |
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,628,725 | 35,526 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,876,134 | 26,775 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,543,018 | 26,513 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,932,575 | 31,489 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,685,703 | 29,960 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,177,478 | 29,260 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,885,190 | 28,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,197,800 | 19,908 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,271,731 | 21,120 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,217,717 | 21,057 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,539,100 | 20,806 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,408,057 | 16,605 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,299,988 | 15,814 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,822,385 | 13,985 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,136,078 | 15,929 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,348,050 | 12,900 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,246,142 | 11,066 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||