Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,664,090
+$1,095,799 QoQ
Shares Held
29,524
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,486
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, 2026Ausdal Financial Partners, Inc. holds $18,717,774 across 8 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,524 | $9,664,090 | |
| 2 | C |
Citigroup Inc
|
18,718 | $2,619,770 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,857 | $2,043,130 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,835 | $1,566,849 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,842 | $1,562,380 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,036 | $746,734 | |
| 7 | UBS |
UBS Group AG
|
5,211 | $258,256 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,231 | $256,565 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,664,090 | 29,524 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,568,291 | 29,128 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $9,327,623 | 28,948 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,942,037 | 31,519 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,947,693 | 23,965 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,549,176 | 22,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,194,205 | 17,497 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,813,396 | 8,600 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,780,090 | 8,801 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,808,108 | 9,027 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,638,913 | 9,635 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,392,482 | 9,602 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,380,807 | 9,494 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,246,936 | 9,569 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,240,693 | 9,252 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $953,667 | 9,126 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,873,267 | 16,635 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,429,904 | 17,825 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,129,629 | 19,764 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,095,395 | 12,801 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,874,879 | 12,054 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,965,289 | 12,910 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,417,338 | 11,154 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,072,062 | 11,136 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,013,120 | 10,771 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $992,310 | 11,022 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||