Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,489,671
+$363,483 QoQ
Shares Held
7,606
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#2,778
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, 2026Riverbend Wealth Management, LLC holds $6,307,750 across 4 Banks - Diversified names. JPM ranks #1 (39.5% 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 | $2,489,671 | 7,606 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,126,188 | 7,228 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,197,218 | 6,819 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,057,549 | 6,523 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,051,403 | 7,076 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,689,871 | 6,889 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,629,788 | 6,799 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||