Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,645,146
+$265,248 QoQ
Shares Held
11,136
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,376
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Pekin Hardy Strauss, Inc. holds $22,172,380 across 8 Banks - Diversified names. JPM ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
319,874 | $6,362,293 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
11,136 | $3,645,146 | |
| 3 | SAN |
Banco Santander, S.A.
|
256,219 | $3,535,822 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
126,375 | $2,979,922 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,926 | $2,560,393 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
10,776 | $1,558,317 | |
| 7 | C |
Citigroup Inc
|
5,648 | $790,494 | |
| 8 | BCS |
Barclays PLC
|
27,550 | $739,993 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,645,146 | 11,136 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,379,898 | 11,490 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,707,463 | 11,506 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,179,534 | 10,080 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,787,484 | 9,615 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,882,275 | 11,750 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,497,848 | 14,592 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,252,726 | 15,426 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,987,582 | 14,771 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,778,361 | 13,871 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,917,197 | 11,271 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,634,520 | 11,271 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,930,134 | 13,271 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,710,839 | 13,129 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,778,031 | 13,259 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,433,949 | 13,722 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,692,866 | 15,033 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,338,476 | 24,490 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,097,781 | 25,878 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,088,812 | 24,979 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,830,794 | 24,629 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,692,035 | 17,684 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,869,748 | 22,584 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,107,446 | 21,891 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,223,202 | 23,636 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,117,325 | 23,518 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||