Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,877,871
+$628,142 QoQ
Shares Held
14,902
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#2,123
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, 2026VCI Wealth Management LLC holds $11,337,354 across 4 Banks - Diversified names. JPM ranks #1 (43.0% 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 | $4,877,871 | 14,902 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,249,729 | 14,447 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,664,134 | 14,475 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,687,605 | 14,861 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,428,185 | 11,825 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,678,185 | 10,918 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,632,255 | 10,981 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,067,482 | 9,805 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $603,543 | 2,984 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $641,961 | 3,205 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $405,518 | 2,384 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||