Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,740,569
+$2,114,671 QoQ
Shares Held
81,693
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#850
of 5,056 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, 2026TRITONPOINT WEALTH, LLC holds $35,698,382 across 6 Banks - Diversified names. JPM ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
81,693 | $26,740,569 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
53,056 | $4,384,547 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,168 | $3,371,392 | |
| 4 | C |
Citigroup Inc
|
4,042 | $565,718 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,389 | $490,083 | |
| 6 | SAN |
Banco Santander, S.A.
|
10,585 | $146,073 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,740,569 | 81,693 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,625,898 | 83,716 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $27,623,920 | 85,730 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $29,727,700 | 94,245 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,823,242 | 95,972 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $24,021,247 | 97,926 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $23,485,587 | 97,975 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,213,148 | 100,603 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,544,383 | 96,630 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,423,491 | 96,972 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,119,204 | 100,642 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||