Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,254,642
+$468,359 QoQ
Shares Held
9,943
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#2,495
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $7,660,908 across 4 Banks - Diversified names. JPM ranks #2 (42.5% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,254,642 | 9,943 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,786,283 | 9,472 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,747,076 | 5,422 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,727,925 | 5,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,555,367 | 5,365 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,279,484 | 5,216 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,227,315 | 5,120 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||