Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,579,605
+$2,541,107 QoQ
Shares Held
44,541
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,176
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Csenge Advisory Group holds $21,898,842 across 12 Banks - Diversified names. JPM ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
44,541 | $14,579,605 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,896 | $1,817,434 | |
| 3 | C |
Citigroup Inc
|
12,039 | $1,684,978 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,647 | $816,612 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,426 | $696,324 | |
| 6 | TD |
Toronto Dominion Bank
|
3,443 | $418,083 | |
| 7 | BCS |
Barclays PLC
|
14,072 | $377,973 | |
| 8 | RY |
Royal Bank Of Canada
|
1,688 | $349,365 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,579,605 | 44,541 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,038,498 | 40,925 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,185,886 | 40,922 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,475,571 | 39,551 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,701,057 | 40,361 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,229,255 | 41,701 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,321,053 | 34,713 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,770,503 | 32,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,854,793 | 33,891 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,451,462 | 32,209 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,471,096 | 32,164 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,364,811 | 30,098 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,317,240 | 29,684 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,777,686 | 28,990 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,757,213 | 28,018 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,654,718 | 25,404 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $2,821,105 | 25,052 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,269,635 | 23,985 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,688,129 | 23,291 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,968,991 | 24,247 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,622,682 | 23,291 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,041,098 | 19,977 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,533,902 | 19,941 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,895,652 | 19,691 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,484,877 | 26,418 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,661,053 | 18,450 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||