Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,346,635
+$188,234 QoQ
Shares Held
4,114
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#3,339
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026Francis Financial, Inc. holds $2,096,976 across 3 Banks - Diversified names. JPM ranks #1 (64.2% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,635 | 4,114 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,158,401 | 3,938 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,257,623 | 3,903 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,059,213 | 3,358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $850,594 | 2,934 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $676,046 | 2,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $890,281 | 3,714 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $536,849 | 2,546 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $494,121 | 2,443 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $409,012 | 2,042 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $405,858 | 2,386 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||