Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$53,959,368
+$305,467 QoQ
Shares Held
164,847
-9.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#567
of 5,058 holders
Holding Since
Sep 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 Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
164,847 | $53,959,368 | |
| 2 | BAC |
Bank Of America Corp /De/
|
203,285 | $11,583,179 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
62,339 | $5,151,694 | |
| 4 | C |
Citigroup Inc
|
36,170 | $5,062,353 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,341 | $3,519,952 | |
| 6 | RY |
Royal Bank Of Canada
|
5,717 | $1,183,247 | |
| 7 | BCS |
Barclays PLC
|
31,952 | $858,230 | |
| 8 | SAN |
Banco Santander, S.A.
|
48,751 | $672,763 |
All Filings in JPM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,959,368 | 164,847 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $53,653,901 | 182,397 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $87,780,461 | 272,424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $76,981,637 | 244,053 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $74,002,716 | 255,261 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $60,988,203 | 248,627 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $79,553,756 | 331,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $75,019,349 | 355,778 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $73,267,875 | 362,246 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $73,796,529 | 368,430 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $55,253,583 | 324,830 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,726,952 | 294,628 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||