Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,070,369
+$102,877 QoQ
Shares Held
3,270
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#3,581
of 5,058 holders
Holding Since
Jun 2021
21 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, 2026MOTIVE WEALTH ADVISORS holds $2,003,653 across 4 Banks - Diversified names. JPM ranks #1 (53.4% of the industry book) .
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,369 | 3,270 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $967,492 | 3,289 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,072,025 | 3,327 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,074,670 | 3,407 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,017,874 | 3,511 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $780,789 | 3,183 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $799,432 | 3,335 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $647,129 | 3,069 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $620,735 | 3,069 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $617,324 | 3,082 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $314,855 | 1,851 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $361,099 | 2,490 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382,652 | 2,631 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $341,412 | 2,620 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $375,882 | 2,803 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $341,506 | 3,268 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $240,872 | 2,139 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $291,861 | 2,141 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $296,906 | 1,875 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $291,368 | 1,780 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $235,332 | 1,513 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||