Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,156,456
+$99,245 QoQ
Shares Held
3,533
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#3,499
of 5,058 holders
Holding Since
Dec 2022
14 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, 2026Sonoma Private Wealth LLC holds $1,778,629 across 2 Banks - Diversified names. JPM ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,533 | $1,156,456 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
6,543 | $622,173 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,456 | 3,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,057,211 | 3,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $984,382 | 3,055 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $963,638 | 3,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $787,685 | 2,717 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $674,084 | 2,748 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $416,615 | 1,738 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $339,484 | 1,610 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $311,480 | 1,540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $267,600 | 1,336 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $272,160 | 1,600 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $243,488 | 1,679 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $244,193 | 1,679 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $200,747 | 1,497 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||