Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,617,310
+$525,695 QoQ
Shares Held
17,161
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#1,991
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, 2026Pines Wealth Management, LLC holds $8,021,911 across 6 Banks - Diversified names. JPM ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,161 | $5,617,310 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
8,650 | $714,836 | |
| 3 | C |
Citigroup Inc
|
4,804 | $672,367 | |
| 4 | TD |
Toronto Dominion Bank
|
2,860 | $347,289 | |
| 5 | BAC |
Bank Of America Corp /De/
|
6,025 | $343,304 | |
| 6 | RY |
Royal Bank Of Canada
|
1,579 | $326,805 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,617,310 | 17,161 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,091,615 | 17,309 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,175,346 | 19,165 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,194,098 | 19,637 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,950,402 | 20,525 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,923,416 | 20,071 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,792,282 | 19,992 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||