Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,394,753
+$249,294 QoQ
Shares Held
4,261
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,302
of 5,058 holders
Holding Since
Mar 2020
17 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, 2026Coyle Financial Counsel LLC holds $2,360,839 across 3 Banks - Diversified names. JPM ranks #1 (59.1% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,753 | 4,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,145,459 | 3,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,218,958 | 3,783 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $923,894 | 2,929 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $648,238 | 2,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,641 | 2,204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $521,129 | 2,174 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $348,129 | 1,651 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $264,758 | 1,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $262,192 | 1,309 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $210,243 | 1,236 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $211,469 | 1,454 | Shares | Sole | 2023-07-31 | |
| 2022-06-30 | $245,039 | 2,176 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $297,859 | 2,185 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $344,569 | 2,176 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $354,879 | 2,168 | Shares | Sole | 2021-11-19 | |
| 2020-03-31 | $252,084 | 2,800 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||