Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,801,118
+$3,111,093 QoQ
Shares Held
84,933
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#829
of 5,058 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. JPM ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
|
26,069 | $700,213 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,801,118 | 84,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,690,025 | 83,934 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,099,156 | 74,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,701,995 | 30,758 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,161,445 | 31,601 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,817,711 | 31,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,157,331 | 34,030 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $7,119,266 | 33,763 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,784,811 | 33,545 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,615,508 | 33,028 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,129,401 | 41,913 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,622,483 | 45,666 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,365,917 | 23,143 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,028,143 | 23,238 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,898,705 | 21,616 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,812,970 | 17,349 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $359,584 | 3,441 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $3,107,247 | 27,593 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||