Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,179,532
+$5,140,471 QoQ
Shares Held
76,924
+12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#879
of 5,058 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $48,938,736 across 3 Banks - Diversified names. JPM ranks #1 (51.5% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,179,532 | 76,924 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,039,061 | 68,123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,135,205 | 62,489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,644,436 | 59,108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,841,362 | 51,193 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,885,118 | 52,528 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,822,257 | 49,319 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,424,707 | 49,439 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,513,703 | 47,037 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,019,909 | 45,032 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||