Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,767,575
+$1,073,802 QoQ
Shares Held
8,455
+46.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,654
of 5,058 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Johnson Financial Group, LLC holds $6,302,638 across 6 Banks - Diversified names. JPM ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,455 | $2,767,575 | |
| 2 | C |
Citigroup Inc
|
12,676 | $1,774,132 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,252 | $641,138 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,609 | $530,035 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,233 | $322,914 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
3,229 | $266,844 |
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,575 | 8,455 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,693,773 | 5,758 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,036,259 | 3,216 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $617,296 | 1,957 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $567,353 | 1,957 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $669,423 | 2,729 | Shares | Sole | 2025-05-12 | |
| 2021-12-31 | $666,653 | 4,210 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $644,774 | 3,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $713,306 | 4,586 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $528,238 | 3,470 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||