Papamarkou Wellner Asset Management inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2063952
NEW YORK, NY
Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,385,901
+$343,110 QoQ
Shares Held
10,344
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#2,451
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, 2026Papamarkou Wellner Asset Management inc. holds $4,275,182 across 2 Banks - Diversified names. JPM ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,344 | $3,385,901 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
9,352 | $889,281 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,385,901 | 10,344 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,042,791 | 10,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,108,778 | 9,648 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,965,672 | 9,402 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,719,935 | 9,382 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,263,137 | 9,226 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,264,300 | 9,446 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||