Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,083,128
+$60,190 QoQ
Shares Held
6,364
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,930
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, 2026AVISO WEALTH MANAGEMENT holds $8,486,781 across 4 Banks - Diversified names. JPM ranks #3 (24.5% 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 | $2,083,128 | 6,364 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,022,938 | 6,877 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,423,738 | 7,522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,347,745 | 7,443 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,152,871 | 7,426 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,755,857 | 7,158 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,447,608 | 6,039 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,310,284 | 6,214 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,029,503 | 5,090 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,055,380 | 5,269 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $909,014 | 5,344 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||