Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$799,667
+$56,325 QoQ
Shares Held
2,443
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#3,885
of 5,056 holders
Holding Since
Dec 2024
7 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, 2026GENESIS PRIVATE WEALTH, LLC holds $2,238,295 across 6 Banks - Diversified names. JPM ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,443 | $799,667 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
5,569 | $460,222 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,332 | $360,797 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,593 | $230,363 | |
| 5 | C |
Citigroup Inc
|
1,615 | $226,035 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,682 | $161,211 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,667 | 2,443 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $743,342 | 2,527 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $834,872 | 2,591 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $679,751 | 2,155 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $623,596 | 2,151 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $531,074 | 2,165 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $530,478 | 2,213 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||