Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,396,703
+$617,480 QoQ
Shares Held
10,377
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#2,447
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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. JPM ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,377 | $3,396,703 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
22,128 | $1,828,657 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,503 | $1,168,260 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,525 | $905,731 | |
| 5 | RY |
Royal Bank Of Canada
|
3,647 | $754,818 | |
| 6 | C |
Citigroup Inc
|
5,088 | $712,116 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,498 | $650,454 | |
| 8 | UBS |
UBS Group AG
|
11,849 | $587,236 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,396,703 | 10,377 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,779,223 | 9,448 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $3,163,877 | 9,819 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,024,658 | 9,589 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,698,772 | 9,309 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,240,569 | 9,134 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,237,932 | 9,336 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,042,179 | 9,685 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,996,508 | 9,871 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,975,959 | 9,865 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,824,152 | 10,724 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,710,800 | 11,797 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,863,377 | 12,812 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,717,225 | 13,178 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,754,162 | 13,081 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,156,397 | 11,066 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,063,601 | 9,445 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $1,110,599 | 8,147 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $750,895 | 4,742 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||