Hidden Cove Wealth Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1963736
Bainbridge Island, WA
Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,305,719
+$217,327 QoQ
Shares Held
3,989
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#3,367
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hidden Cove Wealth Management, LLC holds $2,702,294 across 6 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,989 | $1,305,719 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,846 | $565,753 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,137 | $235,726 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,445 | $232,495 | |
| 5 | C |
Citigroup Inc
|
1,496 | $209,380 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,103 | $153,221 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,305,719 | 3,989 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,088,392 | 3,700 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,176,425 | 3,651 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,094,857 | 3,471 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $856,104 | 2,953 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $676,537 | 2,758 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $634,272 | 2,646 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||