Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$414,399
+$42,581 QoQ
Shares Held
1,266
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#4,438
of 5,058 holders
Holding Since
Jun 2020
24 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, 2026MPS Loria Financial Planners, LLC holds $617,834 across 2 Banks - Diversified names. JPM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,266 | $414,399 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,769 | $203,435 |
All Filings in JPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,399 | 1,266 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $371,818 | 1,264 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $406,641 | 1,262 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $397,441 | 1,260 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $364,706 | 1,258 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $307,851 | 1,255 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $300,356 | 1,253 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $263,996 | 1,252 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $333,526 | 1,649 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $330,094 | 1,648 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $295,123 | 1,735 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $283,079 | 1,952 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $219,759 | 1,511 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $223,611 | 1,716 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $222,069 | 1,656 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $223,193 | 1,982 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $270,186 | 1,982 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $313,849 | 1,982 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $324,433 | 1,982 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $308,280 | 1,982 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $408,128 | 2,681 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $340,039 | 2,676 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $195,813 | 2,034 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $190,565 | 2,026 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||