Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,884,090
+$1,079,719 QoQ
Shares Held
14,921
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#2,120
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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $8,858,183 across 4 Banks - Diversified names. JPM ranks #1 (55.1% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,884,090 | 14,921 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,804,371 | 12,933 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,103,149 | 12,734 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,963,062 | 12,564 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,434,563 | 11,847 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,673,034 | 10,897 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,287,552 | 9,543 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,948,768 | 9,242 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,764,516 | 8,724 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,679,916 | 8,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,340,217 | 7,879 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||