Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,827
-$23,401 QoQ
Shares Held
279
-69.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 758 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $9,437,682 across 19 Banks - Diversified names. UBS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,640 | $4,792,110 | |
| 2 | ING |
Ing Groep NV
|
126,050 | $3,955,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,775 | $229,325 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,780 | $101,423 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
501 | $72,449 | |
| 6 | C |
Citigroup Inc
|
488 | $68,300 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
301 | $53,186 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
383 | $36,419 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,827 | 279 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $37,228 | 908 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||