Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,110
+$36,952 QoQ
Shares Held
981
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#4,627
of 5,058 holders
Holding Since
Jun 2025
5 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, 2026Daner Wealth Management, LLC holds $592,352 across 2 Banks - Diversified names. JPM ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
981 | $321,110 | |
| 2 | C |
Citigroup Inc
|
1,938 | $271,242 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,110 | 981 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,158 | 966 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $380,541 | 1,181 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $353,597 | 1,121 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $273,964 | 945 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||