Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,764,963
+$234,449 QoQ
Shares Held
5,392
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#3,084
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Sandro Wealth Management LLC holds $2,424,454 across 2 Banks - Diversified names. JPM ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,392 | $1,764,963 | |
| 2 | C |
Citigroup Inc
|
4,712 | $659,491 |
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,764,963 | 5,392 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,530,514 | 5,203 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,510,245 | 4,687 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||