Hennion & Walsh Asset Management, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1861642
Parsippany, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,440,483
+$2,585,691 QoQ
Shares Held
47,171
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,149
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, 2026Hennion & Walsh Asset Management, Inc. holds $36,237,172 across 7 Banks - Diversified names. JPM ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
47,171 | $15,440,483 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
46,492 | $6,723,208 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
250,825 | $6,285,674 | |
| 4 | ING |
Ing Groep NV
|
144,746 | $4,542,129 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
10,789 | $1,240,735 | |
| 6 | C |
Citigroup Inc
|
7,813 | $1,093,507 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
11,029 | $911,436 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,440,483 | 47,171 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,854,792 | 43,700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,365,363 | 41,479 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,149,417 | 38,517 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,394,723 | 35,855 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,439,055 | 34,403 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,498,368 | 31,281 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,742,037 | 31,974 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,185,339 | 25,637 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,437,944 | 27,149 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,391,811 | 25,819 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,447,473 | 30,668 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,096,072 | 35,039 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,214,483 | 47,690 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,099,388 | 52,941 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,275,120 | 60,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,924,163 | 61,488 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,464,381 | 62,092 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,856,832 | 55,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,210,363 | 50,158 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,532,802 | 48,430 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,460,945 | 42,442 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||