Pacific Center for Financial Services
Position in JPM — Jpmorgan Chase & Co
CIK 1698222
SAN RAMON, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,023,233
+$104,278 QoQ
Shares Held
3,126
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3,619
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $2,832,848 across 6 Banks - Diversified names. JPM ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,126 | $1,023,233 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
10,848 | $896,478 | |
| 3 | C |
Citigroup Inc
|
3,289 | $460,328 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,394 | $307,350 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | RY |
Royal Bank Of Canada
|
60 | $12,418 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,233 | 3,126 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $918,955 | 3,124 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,058,814 | 3,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,036,502 | 3,286 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $975,257 | 3,364 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $822,736 | 3,354 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $803,268 | 3,351 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $706,170 | 3,349 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $667,458 | 3,300 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $660,589 | 3,298 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $557,417 | 3,277 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $474,795 | 3,274 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $574,342 | 3,949 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $514,203 | 3,946 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $430,226 | 4,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $464,516 | 4,125 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $560,547 | 4,112 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $650,818 | 4,110 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $651,158 | 3,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $616,249 | 3,962 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $599,938 | 3,941 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $483,374 | 3,804 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $298,533 | 3,101 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $289,046 | 3,073 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $151,070 | 1,678 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||