Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,205,883
+$283,692 QoQ
Shares Held
3,684
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#3,453
of 5,048 holders
Holding Since
Mar 2020
24 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, 2026Accuvest Global Advisors holds $1,205,883 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,684 | $1,205,883 |
All Filings in JPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,883 | 3,684 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $922,191 | 3,135 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,927,842 | 5,983 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,144,924 | 6,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,044,445 | 7,052 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,516,935 | 6,184 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,457,886 | 6,914 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,688,128 | 8,428 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,059,042 | 6,226 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,523,435 | 10,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,403,496 | 9,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,703,282 | 13,071 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,894,682 | 21,586 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,161,204 | 11,112 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,126,437 | 10,003 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $696,458 | 5,109 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $670,453 | 4,234 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $499,745 | 3,053 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $378,273 | 2,432 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $413,761 | 2,718 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $86,915 | 684 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $309,989 | 3,220 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $717,489 | 7,628 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $720,960 | 8,008 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||