Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$655,969
+$8,229 QoQ
Shares Held
2,004
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#4,054
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. JPM ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
|
6,115 | $84,387 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,969 | 2,004 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $647,740 | 2,202 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $201,387 | 625 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $165,600 | 525 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $120,312 | 415 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $96,157 | 392 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,084 | 259 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,341 | 234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,554 | 334 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,900 | 334 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,828 | 387 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $51,337 | 354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $82,173 | 565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,486 | 633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,766 | 565 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||