Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,679,202
-$76,639 QoQ
Shares Held
5,130
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,128
of 5,057 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, 2026Manske Wealth Management holds $10,398,210 across 10 Banks - Diversified names. JPM ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
25,126 | $3,516,634 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
5,130 | $1,679,202 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
13,612 | $1,565,380 | |
| 4 | BCS |
Barclays PLC
|
35,418 | $951,327 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,582 | $874,496 | |
| 6 | TD |
Toronto Dominion Bank
|
5,021 | $609,700 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,248 | $403,942 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,510 | $304,808 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,679,202 | 5,130 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,755,841 | 5,969 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,856,953 | 5,763 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,749,374 | 5,546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,615,958 | 5,574 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,317,261 | 5,370 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $1,162,114 | 4,848 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||