Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,846,795
+$120,076 QoQ
Shares Held
5,642
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#3,043
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, 2026PROFFITT & GOODSON INC holds $2,717,537 across 6 Banks - Diversified names. JPM ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,642 | $1,846,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,522 | $827,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
183 | $15,123 | |
| 4 | C |
Citigroup Inc
|
98 | $13,716 | |
| 5 | SAN |
Banco Santander, S.A.
|
716 | $9,880 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
182 | $4,560 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,846,795 | 5,642 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,726,719 | 5,870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,973,597 | 6,125 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,417,770 | 7,665 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,293,478 | 7,911 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,910,151 | 7,787 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,897,304 | 7,915 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,676,337 | 7,950 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,630,013 | 8,059 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,627,237 | 8,124 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,414,041 | 8,313 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,226,289 | 8,456 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,276,963 | 8,780 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,130,439 | 8,675 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,078,834 | 8,045 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $831,193 | 7,954 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $903,470 | 8,023 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,018,583 | 7,472 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,134,102 | 7,162 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,181,023 | 7,215 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,122,221 | 7,215 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,115,541 | 7,328 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $970,433 | 7,637 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $769,774 | 7,996 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $779,945 | 8,292 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $769,306 | 8,545 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||