Position in JPM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$344,755
-$572,927 QoQ
Shares Held
1,172
-58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $678,461 across 6 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,172 | $344,755 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,579 | $284,924 | |
| 3 | C |
Citigroup Inc
|
150 | $17,011 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
578 | $12,519 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
533 | $10,526 | |
| 6 | BAC |
Bank Of America Corp /De/
|
179 | $8,726 |
All Filings in JPM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,755 | 1,172 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $917,682 | 2,848 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $920,424 | 2,918 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $917,275 | 3,164 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $795,262 | 3,242 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $759,640 | 3,169 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $668,215 | 3,169 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $640,961 | 3,169 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $628,741 | 3,139 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $530,541 | 3,119 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $574,424 | 3,961 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $527,510 | 3,627 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||