Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,967,219
+$617,776 QoQ
Shares Held
21,285
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#1,780
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Peloton Wealth Strategists holds $11,159,720 across 2 Banks - Diversified names. JPM ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
21,285 | $6,967,219 | |
| 2 | C |
Citigroup Inc
|
29,955 | $4,192,501 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,967,219 | 21,285 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,349,443 | 21,585 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,462,615 | 23,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,794,275 | 24,710 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,226,006 | 24,925 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,212,222 | 25,325 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,230,442 | 34,335 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,709,674 | 36,563 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,753,839 | 38,336 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,694,123 | 38,413 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,516,190 | 38,308 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $5,803,410 | 40,018 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,069,647 | 41,733 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,454,906 | 41,861 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,439,230 | 40,561 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,238,624 | 40,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,554,961 | 40,449 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,432,215 | 39,849 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,452,604 | 40,749 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,899,369 | 42,149 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,711,395 | 43,149 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,513,008 | 42,784 | Shares | Sole | 2021-06-23 | |
| 2020-12-31 | $5,427,667 | 42,714 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $4,102,449 | 42,614 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,754,969 | 39,921 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,103,424 | 34,471 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||