Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,290,982
+$304,226 QoQ
Shares Held
6,999
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#2,852
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $6,805,372 across 12 Banks - Diversified names. JPM ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,999 | $2,290,982 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,715 | $781,480 | |
| 3 | C |
Citigroup Inc
|
4,684 | $655,572 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,877 | $560,652 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,869 | $462,993 | |
| 6 | UBS |
UBS Group AG
|
8,314 | $412,041 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,040 | $376,902 | |
| 8 | ING |
Ing Groep NV
|
10,264 | $322,084 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,982 | 6,999 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,986,756 | 6,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,890,786 | 5,868 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,836,118 | 5,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,472,162 | 5,078 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,101,887 | 4,492 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,107,699 | 4,621 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,004,326 | 4,763 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $887,314 | 4,387 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,028,740 | 5,136 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $979,095 | 5,756 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $814,722 | 5,618 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $816,209 | 5,612 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $708,495 | 5,437 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $693,297 | 5,170 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||