Smallwood Wealth Investment Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1921304
RED BANK, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$664,152
+$63,184 QoQ
Shares Held
2,029
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#4,042
of 5,058 holders
Holding Since
Jun 2022
15 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, 2026Smallwood Wealth Investment Management, LLC holds $1,062,299 across 5 Banks - Diversified names. JPM ranks #1 (62.5% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,152 | 2,029 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $600,968 | 2,043 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $647,017 | 2,008 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $628,967 | 1,994 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $576,630 | 1,989 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $482,505 | 1,967 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $471,509 | 1,967 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $414,761 | 1,967 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $397,845 | 1,967 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $393,990 | 1,967 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $300,566 | 1,767 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $234,497 | 1,617 | Shares | Sole | 2023-10-31 | |
| 2022-12-31 | $414,905 | 3,094 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $360,734 | 3,452 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $320,375 | 2,845 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||