Portfolio Design Labs, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2010278 ENCINO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,092,593

-$214,197 QoQ

Shares Held

18,613

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#1,910

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $13,486,366 across 5 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,613	$6,092,593
2	BAC	Bank Of America Corp /De/	49,622	$2,827,461
3	WFC	Wells Fargo & Company/Mn	28,877	$2,386,395
4	C	Citigroup Inc	11,088	$1,551,876
5	BNY	Bank of New York Mellon Corp	4,343	$628,041

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,092,593	18,613	-13.2%	Shares	Sole	2026-08-11
2026-03-31	$6,306,790	21,440	-8.1%	Shares	Sole	2026-05-11
2025-12-31	$7,515,459	23,324	+2.4%	Shares	Sole	2026-02-11
2025-09-30	$7,186,757	22,784	-4.1%	Shares	Sole	2025-11-12
2025-06-30	$6,887,681	23,758	+36.8%	Shares	Sole	2025-08-13
2025-03-31	$4,261,106	17,371	-23.4%	Shares	Sole	2025-05-14
2024-12-31	$5,435,903	22,677	+24.6%	Shares	Sole	2025-01-29
2024-09-30	$3,836,808	18,196	+78.1%	Shares	Sole	2024-11-08
2024-06-30	$2,066,490	10,217	-5.5%	Shares	Sole	2024-08-13
2024-03-31	$2,165,042	10,809	-7.3%	Shares	Sole	2024-05-14
2023-12-31	$1,984,046	11,664	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.