Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$881,172
+$144,890 QoQ
Shares Held
2,692
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#3,778
of 5,056 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, 2026Eagle Wealth Advisors LLC holds $1,634,955 across 4 Banks - Diversified names. JPM ranks #1 (53.9% of the industry book) .
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,172 | 2,692 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $736,282 | 2,503 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $791,050 | 2,455 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||