Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,752,852
+$316,469 QoQ
Shares Held
5,355
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#3,096
of 5,058 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $3,388,960 across 3 Banks - Diversified names. JPM ranks #1 (51.7% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,852 | 5,355 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,436,383 | 4,883 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,501,545 | 4,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,236,801 | 3,921 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,071,217 | 3,695 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $899,269 | 3,666 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,557,635 | 6,498 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,204,432 | 5,712 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,894,973 | 9,369 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,625,234 | 8,114 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,333,073 | 7,837 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,001,218 | 6,904 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||