Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,249,697
+$1,262,515 QoQ
Shares Held
25,203
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.56%
of 13F equity value
Holder Rank
#1,630
of 5,057 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $11,020,658 across 4 Banks - Diversified names. JPM ranks #1 (74.9% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,249,697 | 25,203 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,987,182 | 23,753 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,716,202 | 23,947 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,787,335 | 24,688 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,607,427 | 29,690 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $7,455,402 | 30,393 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,619,252 | 35,957 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,870,982 | 37,328 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,154,718 | 40,318 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,344,097 | 41,658 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,790,580 | 45,800 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||