Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$84,839,680
+$8,995,231 QoQ
Shares Held
259,187
+0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#441
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,963,980
PutShares
6,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
259,187 | $84,839,680 | |
| 2 | BAC |
Bank Of America Corp /De/
|
536,760 | $30,584,584 | |
| 3 | C |
Citigroup Inc
|
103,976 | $14,552,480 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
154,805 | $12,793,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
43,139 | $6,238,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
12,873 | $2,274,659 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
90,600 | $1,802,034 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,887 | $1,605,784 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,839,680 | 259,187 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $1,963,980 | 6,000 | Put | Sole | 2026-07-29 | |
| 2026-03-31 | $1,764,960 | 6,000 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $75,844,449 | 257,834 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $79,535,818 | 246,837 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $1,933,320 | 6,000 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $76,364,972 | 242,098 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $57,160,395 | 197,166 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $53,756,023 | 219,144 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $41,047,700 | 171,239 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $34,352,256 | 162,915 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $32,407,917 | 160,229 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $30,218,660 | 150,867 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $24,900,088 | 146,385 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $22,362,229 | 154,201 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,193,471 | 138,844 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $16,901,728 | 129,704 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $16,860,795 | 125,733 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,968,738 | 104,964 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,889,297 | 87,819 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,278,484 | 68,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,945,547 | 43,862 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||