Traveka Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2009176 LOS ALTOS, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,180,672

+$174,501 QoQ

Shares Held

6,662

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#2,887

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Traveka Wealth, LLC holds $7,817,034 across 13 Banks - Diversified names. JPM ranks #1 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,662	$2,180,672
2	HSBC	Hsbc Holdings PLC	10,132	$963,451
3	MUFG	Mitsubishi Ufj Financial Group Inc	37,939	$754,606
4	SMFG	Sumitomo Mitsui Financial Group, Inc.	26,630	$627,935
5	BAC	Bank Of America Corp /De/	8,652	$492,990
6	SAN	Banco Santander, S.A.	35,204	$485,815
7	WFC	Wells Fargo & Company/Mn	5,650	$466,916
8	UBS	UBS Group AG	7,500	$371,700

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,180,672	6,662	-2.3%	Shares	Sole	2026-07-21
2026-03-31	$2,006,171	6,820	-0.4%	Shares	Sole	2026-04-22
2025-12-31	$2,205,595	6,845	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$2,157,541	6,840	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$1,971,388	6,800	+0.7%	Shares	Sole	2025-07-16
2025-03-31	$1,657,246	6,756	+2.8%	Shares	Sole	2025-04-29
2024-12-31	$1,574,894	6,570	+30.4%	Shares	Sole	2025-01-13
2024-09-30	$1,062,312	5,038	+5.3%	Shares	Sole	2024-10-08
2024-06-30	$968,016	4,786	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$957,634	4,781	-15.7%	Shares	Sole	2024-04-16
2023-12-31	$964,977	5,673	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.