Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$478,229
+$272,023 QoQ
Shares Held
1,461
+108.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#4,326
of 5,058 holders
Holding Since
Dec 2024
6 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,563,405 across 5 Banks - Diversified names. JPM ranks #3 (18.7% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,229 | 1,461 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $206,206 | 701 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $226,842 | 704 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $235,941 | 748 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,638 | 799 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $209,746 | 875 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||