Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$692,630
-$514,601 QoQ
Shares Held
2,116
-48.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#4,007
of 5,058 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hibernia Wealth Partners, LLC holds $935,180 across 2 Banks - Diversified names. JPM ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,116 | $692,630 | |
| 2 | C |
Citigroup Inc
|
1,733 | $242,550 |
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,630 | 2,116 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,207,231 | 4,104 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,216,380 | 3,775 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $526,137 | 1,668 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,071,797 | 3,697 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $258,791 | 1,055 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $856,483 | 3,573 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,190,937 | 5,648 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $489,671 | 2,421 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $725,086 | 3,620 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $621,545 | 3,654 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $501,334 | 3,457 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||