Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$637,638
+$154,334 QoQ
Shares Held
1,948
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#4,073
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, 2026POWER WEALTH MANAGEMENT LLC holds $1,824,358 across 2 Banks - Diversified names. JPM ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
8,479 | $1,186,720 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
1,948 | $637,638 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,638 | 1,948 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $483,304 | 1,643 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $554,218 | 1,720 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $546,324 | 1,732 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $502,124 | 1,732 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $428,293 | 1,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $508,185 | 2,120 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $451,240 | 2,140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $323,413 | 1,599 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $304,656 | 1,521 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $278,283 | 1,636 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||