First Heartland Consultants, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1428793
LAKE ST. LOUIS, MO
Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,673,631
+$327,705 QoQ
Shares Held
8,168
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#2,697
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Heartland Consultants, Inc. holds $4,586,296 across 5 Banks - Diversified names. JPM ranks #1 (58.3% 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 | $2,673,631 | 8,168 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,345,926 | 7,975 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,591,615 | 8,043 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,842,339 | 9,011 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,697,032 | 9,303 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,081,615 | 8,486 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,012,365 | 8,395 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,798,846 | 8,531 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,690,893 | 8,360 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,342,811 | 6,704 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,076,733 | 6,330 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $879,691 | 6,066 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $846,460 | 5,820 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $839,326 | 6,441 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $843,891 | 6,293 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $513,095 | 4,910 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $559,108 | 4,965 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $697,276 | 5,115 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $631,024 | 3,985 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $761,649 | 4,653 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $719,683 | 4,627 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $685,643 | 4,504 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $465,965 | 3,667 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $439,472 | 4,565 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $491,087 | 5,221 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $405,765 | 4,507 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||