Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,697,478
+$1,427,170 QoQ
Shares Held
29,626
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#1,475
of 5,048 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $13,713,580 across 17 Banks - Diversified names. JPM ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,626 | $9,697,478 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
22,757 | $1,880,638 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,918 | $1,761,707 | |
| 4 | C |
Citigroup Inc
|
1,113 | $155,775 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
592 | $85,609 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
874 | $83,108 | |
| 7 | ING |
Ing Groep NV
|
552 | $17,321 | |
| 8 | UBS |
UBS Group AG
|
136 | $6,740 |
All Filings in JPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,697,478 | 29,626 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,270,308 | 28,115 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,582,500 | 29,739 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,319,694 | 29,546 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,606,558 | 29,687 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,906,509 | 32,232 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||