Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$966,278
+$71,150 QoQ
Shares Held
2,952
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#3,682
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. JPM ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
|
2,539 | $355,358 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,278 | 2,952 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $895,128 | 3,043 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $995,337 | 3,089 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $934,934 | 2,964 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $838,419 | 2,892 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $709,898 | 2,894 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $693,481 | 2,893 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $617,608 | 2,929 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $592,015 | 2,927 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $665,196 | 3,321 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $633,452 | 3,724 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $503,944 | 3,475 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $518,639 | 3,566 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $918,946 | 7,052 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,024,389 | 7,639 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $787,198 | 7,533 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $756,513 | 6,718 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $932,156 | 6,838 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,098,790 | 6,939 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,123,731 | 6,865 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,056,583 | 6,793 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,013,090 | 6,655 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $830,275 | 6,534 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $647,704 | 6,728 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $611,484 | 6,501 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $550,353 | 6,113 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||