Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$17,679,420
+$2,798,749 QoQ
Shares Held
54,011
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,074
of 5,058 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, 2026Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
54,011 | $17,679,420 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
154,312 | $12,752,343 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,386 | $4,352,474 | |
| 4 | C |
Citigroup Inc
|
26,112 | $3,654,635 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,886 | $1,285,004 | |
| 6 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,127 | $677,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
37,127 | $512,352 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,679,420 | 54,011 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,880,671 | 50,587 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $15,405,660 | 47,811 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,546,685 | 46,117 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $12,769,665 | 44,047 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,425,004 | 42,499 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,760,032 | 40,716 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,719,373 | 36,609 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,111,663 | 35,161 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,430,030 | 32,102 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,177,844 | 30,440 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,827,077 | 26,390 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,519,938 | 24,202 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,492,439 | 19,127 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,353,455 | 17,550 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,522,356 | 14,568 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,457,849 | 12,946 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,375,877 | 10,093 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,437,184 | 9,076 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||