Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,667,943
+$2,115,861 QoQ
Shares Held
63,141
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#988
of 5,056 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, 2026BURLING WEALTH PARTNERS, LLC holds $20,937,043 across 2 Banks - Diversified names. JPM ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
63,141 | $20,667,943 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,340 | $269,100 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,667,943 | 63,141 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $18,552,082 | 63,068 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,832,489 | 64,653 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,568,330 | 62,037 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,210,986 | 62,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,073,685 | 61,450 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,517,317 | 60,562 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||