Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,392,100
-$1,180,460 QoQ
Shares Held
19,528
-24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,867
of 5,058 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, 2026Gateway Wealth Partners, LLC holds $14,355,184 across 12 Banks - Diversified names. JPM ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,528 | $6,392,100 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,920 | $2,559,541 | |
| 3 | TD |
Toronto Dominion Bank
|
7,006 | $850,738 | |
| 4 | SAN |
Banco Santander, S.A.
|
52,442 | $723,699 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
29,009 | $684,032 | |
| 6 | RY |
Royal Bank Of Canada
|
3,284 | $679,689 | |
| 7 | BCS |
Barclays PLC
|
24,106 | $647,487 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,956 | $500,097 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,392,100 | 19,528 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,572,560 | 25,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,155,329 | 6,689 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,031,369 | 6,440 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,628,714 | 5,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,308,184 | 5,333 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,199,269 | 5,003 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,073,277 | 5,090 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,066,921 | 5,275 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,076,211 | 5,373 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $907,143 | 5,333 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,297,638 | 8,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,224,023 | 8,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $989,965 | 7,597 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $801,515 | 5,977 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||