Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,021,924
+$74,141 QoQ
Shares Held
3,122
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#3,619
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026A. D. Beadell Investment Counsel, Inc. holds $1,510,869 across 3 Banks - Diversified names. JPM ranks #1 (67.6% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,924 | 3,122 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $947,783 | 3,222 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,038,192 | 3,222 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,016,315 | 3,222 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $984,824 | 3,397 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $810,716 | 3,305 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $884,050 | 3,688 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,848,820 | 8,768 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,963,540 | 9,708 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,251,171 | 11,239 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,973,840 | 11,604 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,714,716 | 11,824 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,806,946 | 12,424 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,651,548 | 12,674 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,979,181 | 14,759 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,687,779 | 16,151 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,737,009 | 15,425 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,297,673 | 16,855 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,732,329 | 17,255 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,939,053 | 17,955 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,799,720 | 18,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,766,780 | 18,175 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,506,455 | 19,725 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,026,483 | 21,050 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,998,775 | 21,250 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,168,372 | 24,085 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||