Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,987,499
+$910,748 QoQ
Shares Held
27,457
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,564
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Consolidated Investment Group LLC holds $32,858,982 across 3 Banks - Diversified names. JPM ranks #3 (27.4% of the industry book) .
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,987,499 | 27,457 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,076,751 | 27,457 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,603,918 | 26,702 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,422,611 | 26,702 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,741,176 | 26,702 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,550,000 | 26,702 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,638,049 | 27,692 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,839,135 | 27,692 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,600,983 | 27,692 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,546,707 | 27,692 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,710,409 | 27,692 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,015,893 | 27,692 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,027,524 | 27,692 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,608,544 | 27,692 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,713,497 | 27,692 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,147,814 | 39,692 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,469,716 | 39,692 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,410,813 | 39,692 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,285,228 | 39,692 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,497,183 | 39,692 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,686,975 | 42,992 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,544,672 | 42,992 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,462,993 | 42,992 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $4,138,839 | 42,992 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $4,043,827 | 42,992 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,870,569 | 42,992 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||