Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,676,256
+$178,982 QoQ
Shares Held
5,121
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#3,131
of 5,058 holders
Holding Since
Jun 2022
17 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, 2026Weinberger Asset Management, Inc holds $7,867,389 across 4 Banks - Diversified names. JPM ranks #2 (21.3% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,256 | 5,121 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,497,274 | 5,090 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,642,677 | 5,098 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,604,276 | 5,086 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,468,104 | 5,064 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,181,364 | 4,816 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,159,477 | 4,837 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,020,351 | 4,839 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $969,432 | 4,793 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $951,625 | 4,751 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $812,397 | 4,776 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $681,594 | 4,700 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $683,713 | 4,701 | Shares | Sole | 2025-02-04 | |
| 2023-03-31 | $572,712 | 4,395 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $560,001 | 4,176 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $449,559 | 4,302 | Shares | Sole | 2025-02-04 | |
| 2022-06-30 | $484,448 | 4,302 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||