PARTNERS WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2054714
CARMEL BY THE SEA, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,063,167
+$107,736 QoQ
Shares Held
3,248
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#3,587
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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,727,720 across 3 Banks - Diversified names. JPM ranks #1 (61.5% 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 | $1,063,167 | 3,248 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $955,431 | 3,248 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,046,892 | 3,249 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,035,241 | 3,282 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,134,417 | 3,913 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $959,858 | 3,913 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $970,585 | 4,049 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||