Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$605,560
+$127,845 QoQ
Shares Held
1,850
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#4,121
of 5,058 holders
Holding Since
Mar 2021
17 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, 2026LFA - Lugano Financial Advisors SA holds $1,137,227 across 4 Banks - Diversified names. JPM ranks #1 (53.2% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,560 | 1,850 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $477,715 | 1,624 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $523,285 | 1,624 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $502,479 | 1,593 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $459,217 | 1,584 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $318,890 | 1,300 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $357,167 | 1,490 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $314,181 | 1,490 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $301,367 | 1,490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $298,447 | 1,490 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $253,449 | 1,490 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $200,852 | 1,385 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $378,144 | 2,600 | Shares | Sole | 2023-08-07 | |
| 2022-09-30 | $21,945 | 210 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $23,648 | 210 | Shares | Sole | 2022-07-29 | |
| 2021-06-30 | $248,552 | 1,598 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $243,263 | 1,598 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||