Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$536,166
+$54,332 QoQ
Shares Held
1,638
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4,225
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, 2026TWIN FOCUS CAPITAL PARTNERS, LLC holds $1,795,974 across 3 Banks - Diversified names. JPM ranks #2 (29.9% 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 | $536,166 | 1,638 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $481,834 | 1,638 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,078,470 | 3,347 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,357,610 | 4,304 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,195,009 | 4,122 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,011,126 | 4,122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $988,084 | 4,122 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $938,748 | 4,452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $900,461 | 4,452 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $891,735 | 4,452 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $701,152 | 4,122 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $597,772 | 4,122 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,141,704 | 7,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,320,040 | 10,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $979,600 | 7,305 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $821,788 | 7,864 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $962,590 | 8,548 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,154,085 | 8,466 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,318,105 | 8,324 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,077,243 | 6,581 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,010,076 | 6,494 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $951,437 | 6,250 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $793,933 | 6,248 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $597,066 | 6,202 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $586,181 | 6,232 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $669,283 | 7,434 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||