Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$933,545
+$560,845 QoQ
Shares Held
2,852
+125.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#3,723
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026Capstone Wealth Management, LLC holds $2,297,382 across 4 Banks - Diversified names. JPM ranks #1 (40.6% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,545 | 2,852 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $372,700 | 1,267 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $407,608 | 1,265 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $387,032 | 1,227 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $345,282 | 1,191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $292,152 | 1,191 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $285,494 | 1,191 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||