Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$293,615
+$30,636 QoQ
Shares Held
897
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#4,695
of 5,072 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, 2026Quest 10 Wealth Builders, Inc. holds $647,928 across 6 Banks - Diversified names. JPM ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
897 | $293,615 | |
| 2 | C |
Citigroup Inc
|
772 | $108,049 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
557 | $80,547 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,405 | $80,056 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
832 | $68,756 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
147 | $16,905 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,615 | 897 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $262,979 | 894 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255,842 | 794 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $272,846 | 865 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $264,977 | 914 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $192,315 | 784 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $289,090 | 1,206 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||