Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$693,612
+$66,463 QoQ
Shares Held
2,119
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#4,004
of 5,056 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, 2026Flywheel Private Wealth LLC holds $3,278,876 across 3 Banks - Diversified names. JPM ranks #2 (21.2% 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 | $693,612 | 2,119 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $627,149 | 2,132 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $686,973 | 2,132 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $680,382 | 2,157 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $674,620 | 2,327 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $570,813 | 2,327 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $581,776 | 2,427 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||