Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,753,179
-$570,685 QoQ
Shares Held
5,356
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,090
of 5,048 holders
Holding Since
Dec 2020
23 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, 2026Abacus Wealth Partners, LLC holds $9,780,707 across 13 Banks - Diversified names. JPM ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,356 | $1,753,179 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
8,621 | $1,523,330 | |
| 3 | ING |
Ing Groep NV
|
38,952 | $1,222,313 | |
| 4 | UBS |
UBS Group AG
|
18,122 | $898,126 | |
| 5 | BNS |
Bank Of Nova Scotia
|
7,816 | $678,741 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,516 | $653,058 | |
| 7 | BAC |
Bank Of America Corp /De/
|
10,943 | $623,532 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,316 | $600,588 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753,179 | 5,356 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,323,864 | 7,900 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,606,759 | 8,090 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $954,491 | 3,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $866,830 | 2,990 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $689,293 | 2,810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $670,708 | 2,798 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $606,855 | 2,878 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $519,605 | 2,569 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $577,464 | 2,883 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $580,721 | 3,414 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $428,244 | 2,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,428 | 1,825 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $215,141 | 1,651 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $221,533 | 1,652 | Shares | Sole | 2023-06-01 | |
| 2022-09-30 | $201,998 | 1,933 | Shares | Sole | 2023-05-31 | |
| 2022-06-30 | $200,896 | 1,784 | Shares | Sole | 2023-05-31 | |
| 2022-03-31 | $216,476 | 1,588 | Shares | Sole | 2023-05-31 | |
| 2021-12-31 | $379,881 | 2,399 | Shares | Sole | 2023-05-31 | |
| 2021-09-30 | $400,876 | 2,449 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 | $511,726 | 3,290 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 | $500,836 | 3,290 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 | $376,635 | 2,964 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||