Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,472,643
+$298,657 QoQ
Shares Held
10,609
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.10%
of 13F equity value
Holder Rank
#2,425
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Wealth Management LLC holds $4,473,217 across 2 Banks - Diversified names. JPM ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,609 | $3,472,643 | |
| 2 | C |
Citigroup Inc
|
7,149 | $1,000,574 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,472,643 | 10,609 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,173,986 | 10,790 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,086,545 | 9,579 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,087,287 | 3,447 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,025,121 | 3,536 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $842,850 | 3,436 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $836,108 | 3,488 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||