Third View Private Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2083406 WESTPORT, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,109,600

+$972,396 QoQ

Shares Held

24,775

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,646

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Third View Private Wealth, LLC holds $11,332,366 across 5 Banks - Diversified names. JPM ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,775	$8,109,600
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc	5,828	$815,686
4	MUFG	Mitsubishi Ufj Financial Group Inc	27,027	$537,567
5	WFC	Wells Fargo & Company/Mn	3,151	$260,398

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,109,600	24,775	+2.1%	Shares	Other	2026-07-27
2026-03-31	$7,137,204	24,263	+3.9%	Shares	Other	2026-04-15
2025-12-31	$7,523,192	23,348	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.