Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,818,277
+$659,894 QoQ
Shares Held
23,885
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,671
of 5,056 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, 2026MONETARY MANAGEMENT GROUP INC holds $9,046,699 across 4 Banks - Diversified names. JPM ranks #1 (86.4% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,818,277 | 23,885 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,158,383 | 24,335 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,805,779 | 24,225 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,110,967 | 25,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,435,901 | 25,649 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,279,434 | 25,599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,112,365 | 25,499 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,435,759 | 25,779 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,391,038 | 26,654 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,393,878 | 26,929 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,593,380 | 27,004 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,860,287 | 26,619 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,395,051 | 30,219 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,537,263 | 34,819 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,669,227 | 34,819 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,177,805 | 39,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,547,079 | 40,379 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,674,276 | 34,289 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,243,601 | 33,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,244,463 | 32,039 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,687,697 | 23,709 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,624,444 | 23,809 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,020,962 | 23,774 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,288,722 | 23,774 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,961,855 | 31,489 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,594,034 | 28,813 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||