Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$286,086
+$45,169 QoQ
Shares Held
874
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#4,693
of 5,056 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fairway Wealth LLC holds $361,223 across 3 Banks - Diversified names. JPM ranks #1 (79.2% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,086 | 874 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $240,917 | 819 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $278,075 | 863 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $258,337 | 819 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $20,583 | 71 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $35,323 | 144 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $94,445 | 394 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $31,957 | 158 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||