Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,538,116
+$252,787 QoQ
Shares Held
7,754
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#2,756
of 5,056 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, 2026Palacios Wealth Management, LLC holds $4,593,845 across 3 Banks - Diversified names. JPM ranks #1 (55.3% 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 | $2,538,116 | 7,754 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,285,329 | 7,769 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,422,772 | 7,519 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,480,226 | 7,863 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,190,559 | 7,556 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $571,549 | 2,330 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $559,003 | 2,332 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||