Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,208,175
+$127,432 QoQ
Shares Held
3,691
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#3,454
of 5,057 holders
Holding Since
Dec 2024
7 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, 2026MFA Wealth Services holds $4,747,994 across 6 Banks - Diversified names. JPM ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
16,712 | $1,381,079 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
3,691 | $1,208,175 | |
| 3 | C |
Citigroup Inc
|
5,418 | $758,303 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,434 | $641,200 | |
| 5 | TD |
Toronto Dominion Bank
|
3,628 | $440,548 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,593 | $318,689 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,175 | 3,691 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,080,743 | 3,674 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,198,336 | 3,719 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,288,531 | 4,085 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,172,106 | 4,043 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $961,576 | 3,920 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $988,324 | 4,123 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||