Position in JPM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$25,528,675
-$3,215,603 QoQ
Shares Held
86,785
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $44,006,910 across 5 Banks - Diversified names. JPM ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
86,785 | $25,528,675 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
528,104 | $8,961,923 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
404,869 | $7,996,162 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,311 | $1,233,911 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,021 | $286,239 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,528,675 | 86,785 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $28,744,278 | 89,207 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $28,115,222 | 89,133 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $29,946,832 | 103,297 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $35,317,311 | 143,976 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $55,815,274 | 232,845 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $49,185,625 | 233,262 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $47,276,656 | 233,742 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,896,742 | 229,140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,841,547 | 193,072 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,095,769 | 145,468 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $645,462 | 4,438 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $255,928 | 1,964 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $208,257 | 1,553 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||