Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,698,508
+$561,142 QoQ
Shares Held
8,244
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,689
of 5,058 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $5,118,276 across 4 Banks - Diversified names. JPM ranks #1 (52.7% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,698,508 | 8,244 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,137,366 | 7,266 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,396,350 | 7,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,305,793 | 7,310 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,807,298 | 6,234 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,291,259 | 5,264 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||