Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$23,858,101
+$2,335,297 QoQ
Shares Held
72,887
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#905
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. JPM ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,858,101 | 72,887 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,522,804 | 73,167 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,004,422 | 74,497 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $23,041,214 | 73,047 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,284,522 | 66,519 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,324,438 | 99,162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $22,786,832 | 95,060 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,852,258 | 94,149 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,918,766 | 98,481 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,822,084 | 108,947 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,082,309 | 106,304 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,460,378 | 99,713 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,204,661 | 49,537 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,736,244 | 59,368 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,309,823 | 39,596 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,408,058 | 32,613 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,889,367 | 61,179 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,791,952 | 86,502 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $36,250,432 | 228,926 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $32,851,437 | 200,693 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $30,515,859 | 196,193 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $34,163,152 | 224,418 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||