Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$387,557
+$97,516 QoQ
Shares Held
1,184
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4,487
of 5,048 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, 2026WealthCollab, LLC holds $738,914 across 12 Banks - Diversified names. JPM ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,184 | $387,557 | |
| 2 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,338 | $158,830 | |
| 3 | SAN |
Banco Santander, S.A.
|
6,722 | $92,763 | |
| 4 | UBS |
UBS Group AG
|
509 | $25,226 | |
| 5 | BAC |
Bank Of America Corp /De/
|
437 | $24,899 | |
| 6 | BCS |
Barclays PLC
|
668 | $17,942 | |
| 7 | ING |
Ing Groep NV
|
254 | $7,970 | |
| 8 | C |
Citigroup Inc
|
46 | $6,438 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,557 | 1,184 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $290,041 | 986 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $317,708 | 986 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $311,013 | 986 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,850 | 986 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $241,865 | 986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $233,476 | 974 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $204,322 | 969 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $195,989 | 969 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $194,090 | 969 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $100,188 | 589 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||