Diligent Investors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1549042 REDLANDS, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,976,091

+$214,661 QoQ

Shares Held

6,037

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#2,991

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diligent Investors, LLC holds $5,813,302 across 4 Banks - Diversified names. JPM ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	36,701	$2,091,222
2	JPM	Jpmorgan Chase & Co This page	6,037	$1,976,091
3	WFC	Wells Fargo & Company/Mn	16,609	$1,372,567
4	ING	Ing Groep NV	11,900	$373,422

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,976,091	6,037	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$1,761,430	5,988	-0.3%	Shares	Sole	2026-04-15
2025-12-31	$1,934,931	6,005	-1.2%	Shares	Sole	2026-01-23
2025-09-30	$1,916,552	6,076	-44.3%	Shares	Sole	2025-11-14
2025-06-30	$3,162,048	10,907	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$2,714,489	11,066	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$2,654,308	11,073	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,334,220	11,070	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$2,237,197	11,061	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$2,211,512	11,041	-1.5%	Shares	Sole	2024-05-06
2023-12-31	$1,905,800	11,204	+0.8%	Shares	Sole	2024-01-10
2023-09-30	$1,612,622	11,120	+112.3%	Shares	Sole	2023-11-06
2023-06-30	$761,814	5,238	+3.7%	Shares	Sole	2023-07-24
2023-03-31	$658,065	5,050	+13.3%	Shares	Sole	2023-05-11
2022-12-31	$597,683	4,457	+9.0%	Shares	Sole	2023-01-20
2022-09-30	$427,196	4,088	+10.0%	Shares	Sole	2022-10-14
2022-06-30	$418,346	3,715	+13.6%	Shares	Sole	2022-07-13
2022-03-31	$445,630	3,269	+17.7%	Shares	Sole	2022-04-26
2021-12-31	$439,737	2,777	+5.1%	Shares	Sole	2022-01-21
2021-09-30	$432,305	2,641	0.0%	Shares	Sole	2021-10-13
2021-06-30	$410,781	2,641	+7.4%	Shares	Sole	2021-08-12
2021-03-31	$374,485	2,460	-8.3%	Shares	Sole	2021-04-23
2020-12-31	$341,055	2,684	+2.5%	Shares	Sole	2021-02-09
2020-09-30	$252,034	2,618	-4.1%	Shares	Sole	2020-11-09
2020-06-30	$256,689	2,729	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.