Position in JPM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,308,331
+$87,718 QoQ
Shares Held
7,052
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,845
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026Trilogy Capital Inc. holds $8,497,531 across 5 Banks - Diversified names. JPM ranks #2 (27.2% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,308,331 | 7,052 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,220,613 | 7,549 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,294,850 | 7,122 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,266,679 | 7,186 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,074,885 | 7,157 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,821,107 | 7,424 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,848,403 | 7,711 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,594,945 | 7,564 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,516,140 | 7,496 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $555,632 | 2,774 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $474,068 | 2,787 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $415,337 | 2,864 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $540,600 | 3,717 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $388,584 | 2,982 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $402,836 | 3,004 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||