Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,744,996
+$160,062 QoQ
Shares Held
5,331
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#3,100
of 5,058 holders
Holding Since
Sep 2021
20 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, 2026Syverson Strege & Co holds $7,379,154 across 13 Banks - Diversified names. JPM ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,331 | $1,744,996 | |
| 2 | C |
Citigroup Inc
|
7,488 | $1,048,020 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,656 | $963,251 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,864 | $732,990 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,296 | $476,634 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,270 | $382,666 | |
| 7 | BCS |
Barclays PLC
|
14,059 | $377,624 | |
| 8 | SAN |
Banco Santander, S.A.
|
25,391 | $350,395 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,996 | 5,331 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,584,934 | 5,388 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,743,854 | 5,412 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,750,636 | 5,550 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,826,722 | 6,301 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $494,279 | 2,015 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $468,872 | 1,956 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $295,414 | 1,401 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $408,767 | 2,021 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $406,208 | 2,028 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $273,861 | 1,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,404 | 1,706 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $241,139 | 1,658 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $209,277 | 1,606 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $215,230 | 1,605 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $158,840 | 1,520 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $171,054 | 1,519 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $206,933 | 1,518 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $238,791 | 1,508 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $225,564 | 1,378 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||