Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,958,408
+$279,493 QoQ
Shares Held
9,038
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,584
of 5,058 holders
Holding Since
Sep 2023
12 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, 2026MWA Asset Management holds $7,738,855 across 3 Banks - Diversified names. JPM ranks #1 (38.2% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,958,408 | 9,038 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,678,915 | 9,107 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,870,657 | 8,909 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,997,215 | 9,502 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,910,406 | 10,039 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,524,382 | 10,291 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,448,637 | 10,215 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,161,525 | 10,251 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,019,970 | 9,987 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,004,602 | 10,008 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,625,645 | 9,557 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,377,690 | 9,500 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||