Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$716,198
New position
Shares Held
2,188
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,984
of 5,057 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $2,636,014 across 13 Banks - Diversified names. JPM ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
11,788 | $1,649,848 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,188 | $716,198 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,776 | $215,156 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
249 | $20,577 | |
| 5 | SAN |
Banco Santander, S.A.
|
374 | $5,161 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
31 | $4,482 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
43 | $4,088 | |
| 8 | BCS |
Barclays PLC
|
149 | $4,002 |
All Filings in JPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,198 | 2,188 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||