Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,572,111
+$1,371,519 QoQ
Shares Held
29,243
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#1,503
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. JPM ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,243 | $9,572,111 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
29,881 | $4,321,091 | |
| 3 | BAC |
Bank Of America Corp /De/
|
66,237 | $3,774,184 | |
| 4 | C |
Citigroup Inc
|
21,885 | $3,063,024 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,987 | $2,395,485 | |
| 6 | TD |
Toronto Dominion Bank
|
2,641 | $320,696 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,106 | $201,008 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,572,111 | 29,243 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,200,592 | 27,878 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,491,463 | 26,353 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,116,329 | 25,731 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,395,024 | 25,508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,997,094 | 24,448 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,889,434 | 24,569 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,141,399 | 24,383 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,898,939 | 24,221 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,660,580 | 23,268 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,097,198 | 24,087 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||