Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$958,094
+$85,910 QoQ
Shares Held
2,927
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#3,695
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Expressive Wealth LLC holds $1,329,889 across 2 Banks - Diversified names. JPM ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,927 | $958,094 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,233 | $371,795 |
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,094 | 2,927 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $872,184 | 2,965 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,502,189 | 4,662 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||