Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$216,874
New position
Shares Held
4,376
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#558
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 75%
Shared 0%
None 25%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $28,607,013 across 6 Banks - Diversified names. UBS ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,331 | $26,622,076 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,274 | $870,312 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,232 | $322,769 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,667 | $303,040 | |
| 5 | C |
Citigroup Inc
|
1,943 | $271,942 | |
| 6 | UBS |
UBS Group AG
This page
|
4,376 | $216,874 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,874 | 4,376 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||