Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,469,691
+$394,399 QoQ
Shares Held
13,655
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#2,200
of 5,057 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Orca Wealth Management, LLC holds $10,342,005 across 4 Banks - Diversified names. JPM ranks #1 (43.2% 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 | $4,469,691 | 13,655 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $4,075,292 | 13,854 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,521,391 | 14,032 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $4,435,892 | 14,063 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,101,356 | 14,147 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $3,529,131 | 14,387 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,439,598 | 14,349 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||