Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$561,697
+$48,389 QoQ
Shares Held
1,716
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#4,179
of 5,058 holders
Holding Since
Dec 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, 2026Wallace Advisory Group, LLC holds $2,020,047 across 5 Banks - Diversified names. JPM ranks #1 (27.8% 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 | $561,697 | 1,716 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $513,308 | 1,745 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $558,084 | 1,732 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,000,228 | 3,171 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,112,384 | 3,837 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $1,012,353 | 4,127 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $1,005,822 | 4,196 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,149,186 | 5,450 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,117,890 | 5,527 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $1,366,245 | 6,821 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,016,346 | 5,975 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $969,022 | 6,682 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $933,724 | 6,420 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $836,589 | 6,420 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $871,515 | 6,499 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||