Position in JPM
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$7,876,134
-$666,884 QoQ
Shares Held
26,775
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 84.66853408029878.ToString("F0")%
Shared 0.ToString("F0")%
None 15.331465919701214.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $40,725,197 across 11 Banks - Diversified names. JPM ranks #1 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,775 | $7,876,134 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
75,156 | $6,199,618 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
235,830 | $4,002,035 | |
| 4 | SAN |
Banco Santander, S.A.
|
343,675 | $3,876,654 | |
| 5 | C |
Citigroup Inc
|
33,073 | $3,750,808 | |
| 6 | BAC |
Bank Of America Corp /De/
|
74,163 | $3,615,446 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
132,426 | $2,868,347 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
135,945 | $2,684,913 |
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||