Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$656,623
+$335,401 QoQ
Shares Held
2,006
+83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#4,054
of 5,058 holders
Holding Since
Dec 2021
14 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, 2026Wick Capital Partners, LLC holds $1,591,711 across 4 Banks - Diversified names. JPM ranks #1 (41.3% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,623 | 2,006 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $321,222 | 1,092 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,198 | 882 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $499,325 | 1,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,478 | 6,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,965 | 1,284 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $307,787 | 1,284 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $296,258 | 1,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,953 | 1,661 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,668 | 1,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $238,990 | 1,405 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $261,495 | 1,950 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $449,719 | 3,299 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $582,094 | 3,676 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||