Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,498,844
+$748,442 QoQ
Shares Held
4,579
+79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,253
of 5,058 holders
Holding Since
Jun 2025
5 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, 2026Maridea Wealth Management LLC holds $2,524,879 across 3 Banks - Diversified names. JPM ranks #1 (59.4% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,844 | 4,579 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $750,402 | 2,551 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,679,903 | 8,317 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,238,606 | 7,097 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,246,613 | 4,300 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||