Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$46,786,586
+$16,223,068 QoQ
Shares Held
142,934
+37.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#622
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, 2026Brookstone Capital Management holds $107,332,529 across 10 Banks - Diversified names. JPM ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
142,934 | $46,786,586 | |
| 2 | C |
Citigroup Inc
|
138,923 | $19,443,663 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
181,375 | $14,988,830 | |
| 4 | BAC |
Bank Of America Corp /De/
|
261,414 | $14,895,369 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,451 | $7,874,159 | |
| 6 | TD |
Toronto Dominion Bank
|
7,854 | $953,711 | |
| 7 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 8 | ING |
Ing Groep NV
|
21,935 | $688,320 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,786,586 | 142,934 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,563,518 | 103,901 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $34,673,771 | 107,609 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $32,294,669 | 102,383 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $30,163,396 | 104,044 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,086,988 | 98,194 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,460,926 | 85,357 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $18,829,798 | 89,300 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $17,323,164 | 85,648 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,602,666 | 82,889 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,674,723 | 150,939 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $22,552,205 | 155,511 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $22,534,037 | 154,937 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $22,510,791 | 172,748 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,244,239 | 165,878 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $15,976,064 | 152,881 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $17,115,706 | 151,991 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,223,907 | 82,335 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $14,426,635 | 91,106 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $11,882,748 | 72,593 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $11,432,812 | 73,504 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,620,179 | 36,919 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,124,306 | 56,066 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,991,118 | 51,845 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,034,515 | 42,893 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,694,544 | 18,822 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||