Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,467,672
+$1,960,866 QoQ
Shares Held
38,089
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,288
of 5,058 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $23,432,281 across 13 Banks - Diversified names. JPM ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
38,089 | $12,467,672 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
50,781 | $4,196,541 | |
| 3 | BAC |
Bank Of America Corp /De/
|
47,290 | $2,694,584 | |
| 4 | C |
Citigroup Inc
|
6,908 | $966,843 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,564 | $804,610 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,567 | $390,109 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,502 | $333,005 | |
| 8 | UBS |
UBS Group AG
|
6,622 | $328,186 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,467,672 | 38,089 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,506,806 | 35,718 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,936,146 | 33,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,067,666 | 28,747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,176,053 | 17,854 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,412,211 | 17,987 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,300,397 | 17,940 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,107,865 | 14,739 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,848,427 | 14,083 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,374,556 | 11,855 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,794,384 | 10,549 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,488,195 | 10,262 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,222,714 | 8,407 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,062,026 | 8,150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $946,880 | 7,061 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $627,313 | 6,003 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $508,659 | 4,517 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $632,388 | 4,639 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||