Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,012,431
+$300,858 QoQ
Shares Held
3,093
+27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#3,640
of 5,056 holders
Holding Since
Mar 2024
9 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, 2026Foguth Wealth Management, LLC. holds $1,534,655 across 3 Banks - Diversified names. JPM ranks #1 (66.0% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,431 | 3,093 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $711,573 | 2,419 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $673,117 | 2,089 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $466,465 | 1,609 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $445,464 | 1,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $445,620 | 1,859 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $253,242 | 1,201 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $315,323 | 1,559 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $220,129 | 1,099 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||