Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,947,613
+$197,361 QoQ
Shares Held
5,950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,001
of 5,058 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $3,482,991 across 4 Banks - Diversified names. JPM ranks #1 (55.9% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947,613 | 5,950 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,750,252 | 5,950 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,917,209 | 5,950 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,876,808 | 5,950 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,724,964 | 5,950 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,459,535 | 5,950 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,426,274 | 5,950 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,254,617 | 5,950 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $1,203,447 | 5,950 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,191,785 | 5,950 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,012,095 | 5,950 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $862,869 | 5,950 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $865,368 | 5,950 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $739,509 | 5,675 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $805,941 | 6,010 | Shares | Defined | 2023-02-09 | |
| 2022-06-30 | $420,035 | 3,730 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||