Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$64,155
+$6,501 QoQ
Shares Held
196
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#4,999
of 5,058 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Nvest Wealth Strategies, Inc. holds $74,274 across 14 Banks - Diversified names. JPM ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
196 | $64,155 | |
| 2 | C |
Citigroup Inc
|
21 | $2,939 | |
| 3 | BAC |
Bank Of America Corp /De/
|
23 | $1,310 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
10 | $950 | |
| 5 | RY |
Royal Bank Of Canada
|
4 | $827 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
31 | $616 | |
| 7 | TD |
Toronto Dominion Bank
|
5 | $607 | |
| 8 | SAN |
Banco Santander, S.A.
|
42 | $579 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,155 | 196 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $57,654 | 196 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $62,188 | 193 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||