Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,275,243
+$2,171,417 QoQ
Shares Held
19,171
+37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#1,880
of 5,058 holders
Holding Since
Sep 2023
12 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, 2026Commonwealth Financial Services, LLC holds $6,947,093 across 3 Banks - Diversified names. JPM ranks #1 (90.3% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,275,243 | 19,171 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,103,826 | 13,951 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,993,121 | 15,496 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,387,228 | 17,079 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,917,453 | 16,962 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,140,418 | 16,879 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,847,824 | 16,052 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,214,138 | 15,243 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,727,880 | 13,487 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,906,353 | 14,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,468,151 | 14,510 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,101,339 | 14,490 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||