Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,864,395
+$1,179,184 QoQ
Shares Held
39,301
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
17.63%
of 13F equity value
Holder Rank
#1,264
of 5,056 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WETZEL INVESTMENT ADVISORS, INC. holds $16,733,029 across 2 Banks - Diversified names. JPM ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
39,301 | $12,864,395 | |
| 2 | C |
Citigroup Inc
|
27,641 | $3,868,634 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,864,395 | 39,301 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,685,211 | 39,724 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,860,444 | 39,912 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,731,385 | 40,362 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,816,340 | 44,208 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,910,208 | 44,477 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,748,596 | 44,840 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,491,019 | 45,011 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,316,904 | 46,064 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,259,268 | 46,227 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,997,251 | 47,015 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||