LiftPoint Family Wealth Advisors LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2110810
FAR HILLS, NJ
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$717,834
+$385,140 QoQ
Shares Held
2,193
+93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#3,981
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, 2026LiftPoint Family Wealth Advisors LLC holds $1,179,128 across 3 Banks - Diversified names. JPM ranks #1 (60.9% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,834 | 2,193 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $332,694 | 1,131 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $347,997 | 1,080 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||