Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$267,101
+$27,361 QoQ
Shares Held
816
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#4,752
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, 2026BlueChip Wealth Advisors LLC holds $1,410,642 across 3 Banks - Diversified names. JPM ranks #3 (18.9% 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 | $267,101 | 816 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $239,740 | 815 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $273,564 | 849 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $321,738 | 1,020 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $701,002 | 2,418 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $579,643 | 2,363 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $533,354 | 2,225 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $434,793 | 2,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $424,543 | 2,099 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $380,970 | 1,902 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $323,360 | 1,901 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||