Financial Management Professionals, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1568132
AUSTIN, TX
Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,827,469
+$443,747 QoQ
Shares Held
11,693
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#2,332
of 5,058 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, 2026Financial Management Professionals, Inc. holds $5,265,626 across 17 Banks - Diversified names. JPM ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,693 | $3,827,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,767 | $727,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,119 | $175,114 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
1,058 | $100,605 | |
| 5 | C |
Citigroup Inc
|
662 | $92,653 | |
| 6 | RY |
Royal Bank Of Canada
|
424 | $87,755 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
260 | $45,942 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,018 | $40,138 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,827,469 | 11,693 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,383,722 | 11,503 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,632,063 | 11,272 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,557,104 | 11,277 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,258,298 | 11,239 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,726,754 | 11,116 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,648,555 | 11,049 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,255,991 | 10,699 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,157,507 | 10,667 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,112,163 | 10,545 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,823,642 | 10,721 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,505,307 | 10,380 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,674,887 | 11,516 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,467,551 | 11,262 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,388,605 | 10,355 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,038,207 | 9,935 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,239,836 | 11,010 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,311,125 | 9,618 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,440,193 | 9,095 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,496,126 | 9,140 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,380,573 | 8,876 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $533,413 | 3,504 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $415,773 | 3,272 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $430,519 | 4,472 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $380,848 | 4,049 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $221,023 | 2,455 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||