Commonwealth Retirement Investments LLC
PensionPosition in JPM — Jpmorgan Chase & Co
CIK 1963787
RICHMOND, VA
Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,594,383
-$3,348,957 QoQ
Shares Held
23,201
-37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#1,697
of 5,048 holders
Holding Since
Dec 2022
15 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, 2026Commonwealth Retirement Investments LLC holds $9,227,956 across 8 Banks - Diversified names. JPM ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,201 | $7,594,383 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
9,998 | $1,445,810 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,090 | $62,108 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
429 | $35,452 | |
| 5 | BCS |
Barclays PLC
|
1,010 | $27,128 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
139 | $24,561 | |
| 7 | RY |
Royal Bank Of Canada
|
109 | $22,559 | |
| 8 | C |
Citigroup Inc
|
114 | $15,955 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,594,383 | 23,201 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,943,340 | 37,202 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,761,996 | 36,503 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,523,288 | 36,532 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,492,422 | 36,192 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,050,117 | 49,124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,766,405 | 49,086 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,383,800 | 49,245 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,873,321 | 48,815 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,927,669 | 49,564 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,621,518 | 50,685 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,370,206 | 50,822 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,304,869 | 50,226 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,384,147 | 48,992 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,514,309 | 48,578 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||