Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,408,622
+$4,676,538 QoQ
Shares Held
95,954
+5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#774
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026GDS Wealth Management holds $32,266,593 across 4 Banks - Diversified names. JPM ranks #1 (97.3% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,408,622 | 95,954 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,732,084 | 90,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $27,905,218 | 86,603 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $27,023,834 | 85,673 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $24,373,603 | 84,073 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,445,509 | 83,349 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,146,836 | 79,875 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,323,937 | 77,416 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,707,538 | 72,716 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,350,796 | 66,654 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,330,173 | 60,730 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,723,330 | 53,257 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,127,723 | 49,008 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,151,674 | 47,208 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,597,183 | 49,196 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,110,572 | 48,905 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,259,337 | 46,704 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,052,112 | 29,725 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $4,403,555 | 27,809 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||