Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,868,385
+$330,817 QoQ
Shares Held
11,818
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#2,325
of 5,058 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lantern Wealth Advisors, LLC holds $4,835,583 across 3 Banks - Diversified names. JPM ranks #1 (80.0% 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 | $3,868,385 | 11,818 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,537,568 | 12,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,892,095 | 12,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,780,428 | 11,985 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $3,844,206 | 13,260 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $3,263,172 | 13,613 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,860,737 | 13,567 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,732,532 | 13,510 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,826,433 | 14,111 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,417,121 | 14,210 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||