Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$749,585
+$27,423 QoQ
Shares Held
2,290
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,934
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026SMART Wealth LLC holds $1,792,007 across 2 Banks - Diversified names. JPM ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
7,448 | $1,042,422 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,290 | $749,585 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,585 | 2,290 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $722,162 | 2,455 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $832,294 | 2,583 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $876,579 | 2,779 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,369,434 | 8,173 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,004,346 | 8,171 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,053,355 | 8,566 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $830,366 | 3,938 | Shares | Sole | 2024-12-16 | |
| 2024-06-30 | $293,681 | 1,452 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $238,557 | 1,191 | Shares | Sole | 2024-12-16 | |
| 2023-12-31 | $202,589 | 1,191 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||