Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,279,860
+$152,934 QoQ
Shares Held
3,910
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#3,393
of 5,058 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, 2026Prasad Wealth Partners, LLC holds $3,488,766 across 3 Banks - Diversified names. JPM ranks #2 (36.7% 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 | $1,279,860 | 3,910 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,126,926 | 3,831 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,203,813 | 3,736 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,200,842 | 3,807 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,188,341 | 4,099 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $417,991 | 1,704 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $360,763 | 1,505 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||