Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,201,948
+$289,908 QoQ
Shares Held
6,727
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#2,885
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, 2026LVZ, Inc. holds $3,514,772 across 2 Banks - Diversified names. JPM ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,727 | $2,201,948 | |
| 2 | C |
Citigroup Inc
|
9,380 | $1,312,824 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,948 | 6,727 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,912,040 | 6,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,070,907 | 6,427 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,530,064 | 8,021 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,298,116 | 7,927 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,944,738 | 7,928 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,871,415 | 7,807 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,589,673 | 7,539 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,251,787 | 6,189 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,053,177 | 5,258 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $889,282 | 5,228 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $758,164 | 5,228 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $755,997 | 5,198 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $681,521 | 5,230 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $636,438 | 4,746 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $487,597 | 4,666 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $526,451 | 4,675 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $619,710 | 4,546 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $701,965 | 4,433 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $711,724 | 4,348 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $676,287 | 4,348 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $641,344 | 4,213 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $535,345 | 4,213 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $405,585 | 4,213 | Shares | Sole | 2020-12-23 | |
| 2020-06-30 | $396,086 | 4,211 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $379,026 | 4,210 | Shares | Sole | 2020-12-23 | |
| No filing history on record for this holder in this stock. | ||||||