Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,792,110
+$476,783 QoQ
Shares Held
14,640
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#2,141
of 5,048 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $9,437,682 across 19 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
14,640 | $4,792,110 | |
| 2 | ING |
Ing Groep NV
|
126,050 | $3,955,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,775 | $229,325 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,780 | $101,423 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
501 | $72,449 | |
| 6 | C |
Citigroup Inc
|
488 | $68,300 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
301 | $53,186 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
383 | $36,419 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,792,110 | 14,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,315,327 | 14,670 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,858,432 | 15,078 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,901,150 | 15,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,615,366 | 15,920 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,918,912 | 15,976 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,003,875 | 16,703 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,395,162 | 11,842 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,164,241 | 10,805 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,492,457 | 8,774 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||