Position in JPM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,464,466
+$2,762,178 QoQ
Shares Held
15,177
+187.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $15,613,705 across 9 Banks - Diversified names. JPM ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,177 | $4,464,466 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
31,592 | $2,515,039 | |
| 3 | RY |
Royal Bank Of Canada
|
15,174 | $2,454,849 | |
| 4 | BAC |
Bank Of America Corp /De/
|
48,399 | $2,359,451 | |
| 5 | C |
Citigroup Inc
|
15,368 | $1,742,884 | |
| 6 | ING |
Ing Groep NV
|
31,376 | $817,344 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
5,720 | $471,842 | |
| 8 | SAN |
Banco Santander, S.A.
|
35,333 | $398,556 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,464,466 | 15,177 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,702,288 | 5,283 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,762,938 | 5,589 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $2,156,060 | 7,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,490,688 | 6,077 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,226,116 | 5,115 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $819,191 | 3,885 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $829,468 | 4,101 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $658,786 | 3,289 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||