Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,579,367
+$200,051 QoQ
Shares Held
4,825
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,186
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. JPM ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,367 | 4,825 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,379,316 | 4,689 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,519,267 | 4,715 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,428,267 | 4,528 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,239,945 | 4,277 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $636,553 | 2,595 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $612,219 | 2,554 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $674,962 | 3,201 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $715,595 | 3,538 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $741,710 | 3,703 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $601,473 | 3,536 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $557,456 | 3,844 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $554,417 | 3,812 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $506,384 | 3,886 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $545,116 | 4,065 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $428,241 | 4,098 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $463,727 | 4,118 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $551,414 | 4,045 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $615,664 | 3,888 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||