Portside Wealth Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1978608 Provo, UT

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$6,036,619

+$775,568 QoQ

Shares Held

18,442

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,920

of 5,048 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $19,425,813 across 10 Banks - Diversified names. JPM ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,442	$6,036,619
2	WFC	Wells Fargo & Company/Mn	49,762	$4,112,331
3	BAC	Bank Of America Corp /De/	61,540	$3,506,548
4	C	Citigroup Inc	13,883	$1,943,064
5	MUFG	Mitsubishi Ufj Financial Group Inc	57,447	$1,142,620
6	HSBC	Hsbc Holdings PLC	7,576	$720,401
7	SAN	Banco Santander, S.A.	47,727	$658,632
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,843	$547,385

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,036,619	18,442	+3.1%	Shares	Sole	2026-07-14
2026-03-31	$5,261,051	17,885	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$5,689,760	17,658	+4.5%	Shares	Sole	2026-01-21
2025-09-30	$5,330,135	16,898	-1.4%	Shares	Sole	2025-11-05
2025-06-30	$4,969,346	17,141	+2.8%	Shares	Other	2025-08-11
2025-03-31	$4,088,414	16,667	-1.6%	Shares	Sole	2025-04-14
2024-12-31	$4,058,769	16,932	+8.2%	Shares	Other	2025-04-14
2024-09-30	$3,298,271	15,642	-9.0%	Shares	Other	2024-10-31
2024-06-30	$3,475,029	17,181	-11.7%	Shares	Other	2024-07-18
2024-03-31	$3,897,838	19,460	-3.1%	Shares	Other	2024-04-17
2023-12-31	$3,414,587	20,074	-4.4%	Shares	Other	2024-01-16
2023-09-30	$3,046,290	21,006	-5.9%	Shares	Other	2023-10-27
2023-06-30	$3,247,966	22,332	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.