Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$894,265
-$1,043,661 QoQ
Shares Held
2,732
-58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,762
of 5,058 holders
Holding Since
Mar 2021
22 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. JPM ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,265 | 2,732 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,937,926 | 6,588 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,487,367 | 4,616 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,979,954 | 6,277 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,455,638 | 5,021 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,256,671 | 5,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,134,068 | 4,731 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,068,005 | 5,065 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $903,697 | 4,468 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,411 | 37 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $74,163 | 436 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,220 | 36 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,562 | 107 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,291 | 102 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,742,897 | 12,997 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,407,301 | 13,467 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $11,373 | 101 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $12,814 | 94 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,167 | 20 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $70,550 | 431 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $17,420 | 112 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $58,913 | 387 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||