Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$347,624
+$35,227 QoQ
Shares Held
1,062
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#4,580
of 5,058 holders
Holding Since
Jun 2024
9 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, 2026TPG Financial Advisors, LLC holds $592,274 across 2 Banks - Diversified names. JPM ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,062 | $347,624 | |
| 2 | C |
Citigroup Inc
|
1,748 | $244,650 |
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,624 | 1,062 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $312,397 | 1,062 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $387,952 | 1,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $346,973 | 1,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $318,901 | 1,100 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $270,075 | 1,101 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $275,426 | 1,149 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $253,875 | 1,204 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $228,756 | 1,131 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||