Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,229,778
+$127,855 QoQ
Shares Held
3,757
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#3,436
of 5,057 holders
Holding Since
Jun 2021
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, 2026Fulcrum Equity Management holds $2,688,781 across 6 Banks - Diversified names. JPM ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,757 | $1,229,778 | |
| 2 | RY |
Royal Bank Of Canada
|
1,855 | $383,929 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,352 | $318,741 | |
| 4 | SAN |
Banco Santander, S.A.
|
20,893 | $288,323 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,109 | $242,535 | |
| 6 | C |
Citigroup Inc
|
1,611 | $225,475 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,778 | 3,757 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,101,923 | 3,746 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,183,836 | 3,674 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $472,829 | 1,499 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $443,562 | 1,530 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $383,894 | 1,565 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $378,262 | 1,578 | Shares | Sole | 2025-03-24 | |
| 2024-09-30 | $660,624 | 3,133 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $629,433 | 3,112 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $599,898 | 2,995 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $359,251 | 2,112 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $339,346 | 2,340 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $384,473 | 2,428 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $468,317 | 2,861 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $245,753 | 1,580 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||