Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,676,181
+$1,860,507 QoQ
Shares Held
38,726
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#1,276
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, 2026Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. JPM ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
38,726 | $12,676,181 | |
| 2 | BAC |
Bank Of America Corp /De/
|
54,107 | $3,083,016 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,993 | $2,746,577 | |
| 4 | C |
Citigroup Inc
|
15,896 | $2,224,804 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,780 | $1,221,419 | |
| 6 | TD |
Toronto Dominion Bank
|
2,582 | $313,532 |
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,676,181 | 38,726 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,815,674 | 36,768 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,815,807 | 36,670 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,735,573 | 37,205 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,050,599 | 34,668 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,980,344 | 32,533 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,439,160 | 31,034 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,581,784 | 31,214 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,728,205 | 28,321 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,406,697 | 26,993 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,270,530 | 25,106 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,754,712 | 25,891 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,574,478 | 24,577 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,979,929 | 22,868 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,889,050 | 21,544 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,829,481 | 17,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,352,896 | 12,014 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,663,921 | 12,206 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $945,824 | 5,973 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $950,384 | 5,806 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,422,691 | 15,576 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||