Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$879,535
+$174,434 QoQ
Shares Held
2,687
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,781
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, 2026Beaird Harris Wealth Management, LLC holds $1,331,116 across 9 Banks - Diversified names. JPM ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,687 | $879,535 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,082 | $175,612 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,020 | $166,932 | |
| 4 | C |
Citigroup Inc
|
594 | $83,136 | |
| 5 | SAN |
Banco Santander, S.A.
|
459 | $6,334 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
247 | $6,189 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
287 | $5,708 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
164 | $3,867 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,535 | 2,687 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $705,101 | 2,397 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $721,128 | 2,238 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $715,395 | 2,268 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $614,609 | 2,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,863 | 1,944 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,124 | 2,053 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $338,219 | 1,604 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $425,959 | 2,106 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $334,100 | 1,668 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,722 | 1,521 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $206,943 | 1,427 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $205,652 | 1,414 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $191,816 | 1,472 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $257,874 | 1,923 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $162,184 | 1,552 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $179,838 | 1,597 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $185,531 | 1,361 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $220,106 | 1,390 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||