Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,337,143
+$291,405 QoQ
Shares Held
4,085
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#3,345
of 5,057 holders
Holding Since
Sep 2024
8 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, 2026Parkwoods Wealth Partners, LLC holds $2,218,154 across 4 Banks - Diversified names. JPM ranks #1 (60.3% of the industry book) .
All Filings in JPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,143 | 4,085 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,045,738 | 3,555 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,013,059 | 3,144 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $598,370 | 1,897 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $537,203 | 1,853 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $272,283 | 1,110 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $266,078 | 1,110 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $234,054 | 1,110 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||