Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,329,941
+$125,356 QoQ
Shares Held
4,063
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#3,353
of 5,058 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,048,115 across 18 Banks - Diversified names. JPM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,063 | $1,329,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,741 | $270,142 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,113 | $91,978 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
531 | $50,492 | |
| 6 | UBS |
UBS Group AG
|
801 | $39,697 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,447 | $33,768 | |
| 8 | ING |
Ing Groep NV
|
761 | $23,880 |
All Filings in JPM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,941 | 4,063 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,204,585 | 4,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,297,902 | 4,028 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,738,334 | 5,511 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $717,095 | 5,503 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $693,162 | 5,169 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $571,510 | 5,469 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $615,864 | 5,469 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $761,619 | 5,587 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $860,948 | 5,437 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $898,167 | 5,487 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $806,785 | 5,187 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $789,617 | 5,187 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $646,405 | 5,087 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $489,725 | 5,087 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $468,418 | 4,980 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $453,661 | 5,039 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||