Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$461,207
-$23,274 QoQ
Shares Held
1,409
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#4,352
of 5,057 holders
Holding Since
Mar 2020
10 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, 2026Genesee Capital Advisors, LLC holds $2,780,658 across 3 Banks - Diversified names. JPM ranks #3 (16.6% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,207 | 1,409 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $484,481 | 1,647 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $537,140 | 1,667 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $523,929 | 1,661 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $479,801 | 1,655 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $404,254 | 1,648 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $393,603 | 1,642 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $292,251 | 1,386 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $211,094 | 1,241 | Shares | Sole | 2024-01-29 | |
| 2020-03-31 | $770,746 | 8,561 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||