Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$872,007
+$148,374 QoQ
Shares Held
2,664
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,792
of 5,057 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $2,490,196 across 7 Banks - Diversified names. JPM ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,664 | $872,007 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,166 | $408,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,936 | $325,271 | |
| 4 | C |
Citigroup Inc
|
1,950 | $272,922 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,637 | $211,569 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,171 | $206,440 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,034 | $193,669 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,007 | 2,664 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $723,633 | 2,460 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $789,439 | 2,450 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $695,207 | 2,204 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $620,407 | 2,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $576,945 | 2,352 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $565,715 | 2,360 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $447,866 | 2,124 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $386,114 | 1,909 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $343,314 | 1,714 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $324,380 | 1,907 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||