Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,152,201
+$43,218 QoQ
Shares Held
3,520
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#3,503
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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. JPM ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
|
98 | $8,510 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,201 | 3,520 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,108,983 | 3,770 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,178,358 | 3,657 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,124,192 | 3,564 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,004,828 | 3,466 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $810,471 | 3,304 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $793,200 | 3,309 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $690,777 | 3,276 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $654,513 | 3,236 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $290,034 | 1,448 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $215,006 | 1,264 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $172,718 | 1,191 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $174,964 | 1,203 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $139,301 | 1,069 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $130,747 | 975 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $98,857 | 946 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $93,466 | 830 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $114,781 | 842 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $148,532 | 938 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||