Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$836,982
+$40,691 QoQ
Shares Held
2,557
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,836
of 5,056 holders
Holding Since
Mar 2024
10 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, 2026MELFA WEALTH MANAGEMENT, INC. holds $3,137,084 across 2 Banks - Diversified names. JPM ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
16,434 | $2,300,102 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,557 | $836,982 |
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,982 | 2,557 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $796,291 | 2,707 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $860,649 | 2,671 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $833,050 | 2,641 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $772,900 | 2,666 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $672,367 | 2,741 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $657,045 | 2,741 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $523,565 | 2,483 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $520,010 | 2,571 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $494,340 | 2,468 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||