Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,211,775
+$139,562 QoQ
Shares Held
3,702
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#3,451
of 5,058 holders
Holding Since
Jun 2023
13 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, 2026INVENIO WEALTH PARTNERS LLC holds $2,487,531 across 4 Banks - Diversified names. JPM ranks #1 (48.7% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,775 | 3,702 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,072,213 | 3,645 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,169,658 | 3,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,162,359 | 3,685 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,068,898 | 3,687 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $878,664 | 3,582 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $819,568 | 3,419 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $720,930 | 3,419 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $691,526 | 3,419 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $721,280 | 3,601 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $661,689 | 3,890 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $563,982 | 3,889 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $527,510 | 3,627 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||