Private Wealth Management Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2011342
PRINCETON, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$787,883
+$138,672 QoQ
Shares Held
2,407
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#3,898
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, 2026Private Wealth Management Group, LLC holds $1,419,432 across 7 Banks - Diversified names. JPM ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,407 | $787,883 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,179 | $352,079 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,813 | $149,826 | |
| 4 | C |
Citigroup Inc
|
629 | $88,034 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
279 | $40,346 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
18 | $1,071 | |
| 7 | SAN |
Banco Santander, S.A.
|
14 | $193 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,883 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $649,211 | 2,207 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $566,140 | 1,757 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,418 | 1,764 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $511,401 | 1,764 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $424,614 | 1,731 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $390,487 | 1,629 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $344,123 | 1,632 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $331,301 | 1,638 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $353,529 | 1,765 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $390,209 | 2,294 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||