Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,871,914
+$13,649,975 QoQ
Shares Held
189,020
+15.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#530
of 5,048 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. JPM ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
189,020 | $61,871,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,013 | $5,527,798 | |
| 3 | C |
Citigroup Inc
|
25,247 | $3,533,567 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
34,836 | $2,878,843 | |
| 5 | RY |
Royal Bank Of Canada
|
4,360 | $902,387 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,692 | $533,898 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,911 | $514,373 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,372 | $510,820 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,871,914 | 189,020 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $48,221,939 | 163,931 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $50,970,368 | 158,185 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $49,166,386 | 155,871 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $45,207,693 | 155,937 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $38,460,338 | 156,789 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $37,213,297 | 155,243 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $5,693,007 | 26,999 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $5,218,709 | 25,802 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $4,771,144 | 23,820 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $232,015 | 1,364 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||