Grant Private Wealth Management Inc
Position in JPM — Jpmorgan Chase & Co
CIK 2056418
PLEASANTON, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,106,361
+$465,393 QoQ
Shares Held
9,490
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#2,538
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, 2026Grant Private Wealth Management Inc holds $5,236,853 across 4 Banks - Diversified names. JPM ranks #1 (59.3% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,106,361 | 9,490 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,640,968 | 8,978 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,825,869 | 8,770 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,823,729 | 8,952 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,049,184 | 3,619 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,806,634 | 7,365 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,620,439 | 6,760 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||