Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$870,043
+$88,755 QoQ
Shares Held
2,658
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#3,797
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, 2026VSM Wealth Advisory, LLC holds $2,106,698 across 7 Banks - Diversified names. JPM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,658 | $870,043 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
7,111 | $587,653 | |
| 3 | SAN |
Banco Santander, S.A.
|
31,608 | $436,190 | |
| 4 | C |
Citigroup Inc
|
1,000 | $139,960 | |
| 5 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
67 | $9,688 | |
| 7 | BNS |
Bank Of Nova Scotia
|
85 | $7,381 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,043 | 2,658 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $781,288 | 2,656 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $855,494 | 2,655 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $840,305 | 2,664 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $859,003 | 2,963 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $708,426 | 2,888 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $739,984 | 3,087 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||