Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,559,352
+$2,869,121 QoQ
Shares Held
26,149
+35.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,604
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $13,098,823 across 7 Banks - Diversified names. JPM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,149 | $8,559,352 | |
| 2 | BAC |
Bank Of America Corp /De/
|
46,306 | $2,638,515 | |
| 3 | C |
Citigroup Inc
|
4,291 | $600,568 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,678 | $473,202 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,015 | $414,439 | |
| 6 | ING |
Ing Groep NV
|
6,637 | $208,269 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,414 | $204,478 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,559,352 | 26,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,690,231 | 19,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,993,101 | 9,289 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,618,155 | 5,130 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,496,225 | 5,161 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,344,244 | 5,480 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,493,153 | 6,229 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,256,725 | 5,960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,506,837 | 7,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,740,406 | 8,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,774,483 | 10,432 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,556,499 | 10,733 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,686,667 | 11,597 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,525,148 | 11,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,637,763 | 12,213 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,283,469 | 12,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,329,924 | 11,810 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,569,724 | 11,515 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,764,019 | 11,140 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||