Walser Wealth Management Company, A Ltd Liability Co
Position in JPM — Jpmorgan Chase & Co
CIK 2112280
TAMPA, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,235,016
+$111,031 QoQ
Shares Held
3,773
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,433
of 5,058 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, 2026Walser Wealth Management Company, A Ltd Liability Co holds $2,723,070 across 2 Banks - Diversified names. JPM ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
10,632 | $1,488,054 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
3,773 | $1,235,016 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,016 | 3,773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,123,985 | 3,821 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,096,836 | 3,404 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||