Alvarez & Marsal Private Wealth Partners, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2109121
WEST PALM BEACH, FL
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,030,762
-$1,812,882 QoQ
Shares Held
3,149
-67.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,608
of 5,048 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $1,248,187 across 2 Banks - Diversified names. JPM ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,149 | $1,030,762 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,631 | $217,425 |
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,762 | 3,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,843,644 | 9,667 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,356,546 | 4,210 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||