Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,692,289
+$262,234 QoQ
Shares Held
8,225
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#2,693
of 5,057 holders
Holding Since
Dec 2021
19 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, 2026BlackDiamond Wealth Management, LLC holds $5,537,216 across 6 Banks - Diversified names. JPM ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,225 | $2,692,289 | |
| 2 | RY |
Royal Bank Of Canada
|
4,654 | $963,238 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,970 | $576,000 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,895 | $506,837 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,821 | $407,944 | |
| 6 | C |
Citigroup Inc
|
2,793 | $390,908 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,692,289 | 8,225 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,430,055 | 8,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,720,825 | 8,444 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,986,175 | 9,467 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,766,120 | 16,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,221,436 | 9,056 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,895,696 | 12,080 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,472,544 | 11,726 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,319,719 | 11,469 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,265,393 | 11,310 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,930,294 | 11,348 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,458,901 | 10,060 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,547,772 | 10,642 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,364,736 | 10,473 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,394,908 | 10,402 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,081,052 | 10,345 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,207,854 | 10,726 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,464,894 | 10,746 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,742,958 | 11,007 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||