Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,045,450
+$754,545 QoQ
Shares Held
21,524
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#1,770
of 5,056 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, 2026PINKERTON WEALTH, LLC holds $14,783,978 across 2 Banks - Diversified names. JPM ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
55,291 | $7,738,528 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
21,524 | $7,045,450 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,045,450 | 21,524 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,290,905 | 21,386 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,984,118 | 21,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,014,532 | 22,238 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,298,294 | 21,725 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,447,377 | 22,207 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,384,845 | 22,464 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,769,442 | 22,619 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,551,659 | 22,504 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,272,198 | 21,329 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,194,478 | 18,780 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,929,549 | 20,201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,979,047 | 20,483 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,573,622 | 19,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,597,785 | 19,372 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,861,981 | 17,818 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,055,808 | 18,256 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,596,481 | 41,054 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,022,050 | 38,030 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,115,131 | 37,358 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,743,625 | 36,927 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,565,985 | 36,563 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,735,390 | 37,266 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,722,279 | 38,665 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,763,716 | 40,014 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,547,975 | 17,194 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||