Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,352,200
+$22,891 QoQ
Shares Held
4,131
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,336
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $8,892,631 across 3 Banks - Diversified names. JPM ranks #2 (15.2% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,200 | 4,131 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,329,309 | 4,519 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,703,254 | 5,286 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,674,617 | 5,309 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,651,617 | 5,697 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,497,556 | 6,105 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,504,180 | 6,275 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,338,328 | 6,347 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $245,543 | 1,214 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $228,342 | 1,140 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||