Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,059,233
+$489,596 QoQ
Shares Held
6,291
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,940
of 5,056 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, 2026Aventura Private Wealth, LLC holds $7,542,515 across 14 Banks - Diversified names. JPM ranks #3 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
43,155 | $2,458,971 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
27,522 | $2,274,418 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
6,291 | $2,059,233 | |
| 4 | SAN |
Banco Santander, S.A.
|
20,665 | $285,177 | |
| 5 | C |
Citigroup Inc
|
1,154 | $161,513 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,030 | $148,948 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
804 | $92,460 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,193 | $28,130 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,059,233 | 6,291 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,569,637 | 5,336 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,676,510 | 5,203 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,562,009 | 4,952 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,330,396 | 4,589 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,132,304 | 4,616 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,030,273 | 4,298 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||