Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$141,733
+$35,916 QoQ
Shares Held
433
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#4,956
of 5,058 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $275,156 across 7 Banks - Diversified names. JPM ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
433 | $141,733 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $76,689 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $39,772 | |
| 4 | UBS |
UBS Group AG
|
340 | $16,850 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $47 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $39 | |
| 7 | BCS |
Barclays PLC
|
1 | $26 |
All Filings in JPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,733 | 433 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $105,817 | 365 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $63,523 | 265 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $632 | 3 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||