Position in JPM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$11,028,937
-$346,391 QoQ
Shares Held
37,493
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $21,523,870 across 11 Banks - Diversified names. JPM ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
37,493 | $11,028,937 | |
| 2 | BAC |
Bank Of America Corp /De/
|
63,415 | $3,091,477 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
31,085 | $2,474,672 | |
| 4 | C |
Citigroup Inc
|
16,805 | $1,905,850 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,545 | $1,156,478 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,438 | $526,476 | |
| 7 | TD |
Toronto Dominion Bank
|
3,665 | $341,978 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,217 | $309,140 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,028,937 | 37,493 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,375,328 | 35,303 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,251,068 | 35,669 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,312,674 | 35,572 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,593,415 | 26,879 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,983,568 | 20,790 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,801,382 | 18,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,780,871 | 13,749 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,403,799 | 12,001 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,599,789 | 9,405 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,286,906 | 8,874 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,460,071 | 10,039 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,470,418 | 11,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,624,888 | 12,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $883,860 | 8,458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $696,829 | 6,188 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $886,216 | 6,501 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $902,278 | 5,698 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||