Beverly Hills Private Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1965710 BEVERLY HILLS, CA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,521,019

-$137,711 QoQ

Shares Held

41,307

-11.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.18%

of 13F equity value

Holder Rank

#1,228

of 5,056 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)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$3,273,300

PutShares

10,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names. JPM ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	41,307	$13,521,019
2	BNY	Bank of New York Mellon Corp	12,815	$1,853,176
3	BAC	Bank Of America Corp /De/	19,608	$1,117,263
4	C	Citigroup Inc	5,164	$722,753
5	UBS	UBS Group AG	12,543	$621,630

All Filings in JPM

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,521,019	41,307	-11.0%	Shares	Sole	2026-08-07
2026-06-30	$3,273,300	10,000	—	Put	Sole	2026-08-07
2026-03-31	$13,658,730	46,433	-0.5%	Shares	Defined	2026-05-04
2025-12-31	$15,038,329	46,671	-8.6%	Shares	Sole	2026-02-17
2025-09-30	$16,111,215	51,077	-5.0%	Shares	Defined	2025-11-10
2025-06-30	$15,578,891	53,737	-0.6%	Shares	Sole	2025-07-29
2025-03-31	$13,265,821	54,080	-0.4%	Shares	Sole	2025-04-30
2024-12-31	$13,019,845	54,315	+17.8%	Shares	Sole	2025-02-14
2024-09-30	$9,718,534	46,090	+2.9%	Shares	Sole	2024-11-12
2024-06-30	$9,059,424	44,791	+7.9%	Shares	Sole	2024-08-08
2024-03-31	$8,318,455	41,530	+1.9%	Shares	Sole	2024-05-09
2024-03-31	$881,320	4,400	0.0%	Call	Sole	2024-05-09
2023-12-31	$748,440	4,400	+83.3%	Call	Sole	2024-01-30
2023-12-31	$6,932,421	40,755	+3.5%	Shares	Sole	2024-01-30
2023-09-30	$5,712,624	39,392	-33.5%	Shares	Sole	2023-11-08
2023-09-30	$348,048	2,400	—	Call	Sole	2023-11-08
2023-06-30	$8,616,447	59,244	+54.3%	Shares	Sole	2023-08-10
2023-03-31	$5,002,340	38,388	+63.6%	Shares	Sole	2023-05-04
2022-12-31	$3,145,986	23,460	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.