Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,255,610
+$1,897,186 QoQ
Shares Held
16,056
+40.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#2,040
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $13,260,479 across 4 Banks - Diversified names. JPM ranks #1 (39.6% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,255,610 | 16,056 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,358,424 | 11,417 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,602,419 | 11,180 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,239,237 | 7,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,974,577 | 6,811 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,778,915 | 7,252 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,757,314 | 7,331 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,466,953 | 6,957 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,393,571 | 6,890 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,368,449 | 6,832 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,038,970 | 6,108 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $810,516 | 5,589 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $809,809 | 5,568 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $726,869 | 5,578 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $753,373 | 5,618 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||