Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,277,875
+$431,439 QoQ
Shares Held
13,069
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,245
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Alaethes Wealth, LLC holds $7,733,743 across 2 Banks - Diversified names. JPM ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,069 | $4,277,875 | |
| 2 | UBS |
UBS Group AG
|
69,731 | $3,455,868 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,277,875 | 13,069 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,846,436 | 13,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,169,526 | 12,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,093,650 | 12,978 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,054,101 | 13,984 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,402,311 | 13,870 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $3,330,291 | 13,893 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,910,078 | 13,801 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,073,340 | 15,195 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,058,981 | 15,272 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,600,488 | 15,288 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,224,606 | 15,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,234,394 | 15,363 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,148,030 | 16,484 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,055,350 | 15,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,206,517 | 21,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,305,126 | 20,470 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,148,037 | 23,093 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,401,991 | 21,484 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,250,228 | 19,856 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,877,334 | 18,499 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,746,381 | 18,041 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||