Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,424,526
+$600,296 QoQ
Shares Held
10,462
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,437
of 5,056 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $4,868,475 across 4 Banks - Diversified names. JPM ranks #1 (70.3% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,526 | 10,462 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,824,230 | 9,601 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,495,120 | 10,847 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,321,477 | 10,530 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,074,785 | 10,606 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,332,312 | 9,508 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,547,877 | 10,629 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,228,368 | 10,568 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,006,419 | 9,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,685,925 | 8,417 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,171,478 | 6,887 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,086,779 | 7,494 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,041,786 | 7,163 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $862,652 | 6,620 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $920,730 | 6,866 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $783,436 | 7,497 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||