Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$44,619,334
+$6,664,458 QoQ
Shares Held
136,313
+5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
#642
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, 202671 West Capital Partners holds $85,463,539 across 9 Banks - Diversified names. JPM ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
136,313 | $44,619,334 | |
| 2 | BAC |
Bank Of America Corp /De/
|
605,779 | $34,517,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,134 | $1,994,433 | |
| 4 | C |
Citigroup Inc
|
10,339 | $1,447,046 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,796 | $982,769 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,234 | $973,151 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
20,397 | $480,961 | |
| 8 | BCS |
Barclays PLC
|
11,445 | $307,412 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,619,334 | 136,313 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $37,954,876 | 129,028 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $37,964,604 | 117,822 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||