Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,263,391
+$2,549,946 QoQ
Shares Held
49,685
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,122
of 5,057 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. JPM ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,263,391 | 49,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,713,445 | 46,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,549,673 | 42,051 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,729,493 | 40,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,910,472 | 37,634 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,286,969 | 33,783 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,402,963 | 30,883 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,207,609 | 24,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,459,428 | 22,048 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,181,462 | 20,876 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,758,189 | 22,094 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,324,873 | 22,927 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,626,500 | 18,059 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,443,573 | 18,752 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,517,861 | 18,776 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,086,865 | 19,970 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $119,479 | 1,061 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $126,368 | 927 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $187,486 | 1,184 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $114,419 | 699 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $124,120 | 798 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $95,600 | 628 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $75,606 | 595 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $51,889 | 539 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $62,643 | 666 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $53,747 | 597 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||