Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,889,648
+$838,921 QoQ
Shares Held
17,993
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#1,945
of 5,058 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, 2026Quadcap Wealth Management, LLC holds $11,650,611 across 5 Banks - Diversified names. JPM ranks #1 (50.6% 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 | $5,889,648 | 17,993 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,050,727 | 17,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,611,461 | 17,415 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,566,708 | 17,648 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,225,917 | 18,026 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,425,212 | 18,040 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,531,238 | 18,903 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,182,197 | 19,834 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,988,162 | 19,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,016,215 | 20,051 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,836,265 | 22,553 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||