Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$844,838
+$172,977 QoQ
Shares Held
2,581
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#3,824
of 5,058 holders
Holding Since
Mar 2020
18 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, 2026Braun-Bostich & Associates Inc. holds $3,170,856 across 10 Banks - Diversified names. JPM ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,581 | $844,838 | |
| 2 | TD |
Toronto Dominion Bank
|
2,791 | $338,911 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,023 | $292,546 | |
| 4 | RY |
Royal Bank Of Canada
|
1,407 | $291,206 | |
| 5 | BAC |
Bank Of America Corp /De/
|
4,704 | $268,033 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,528 | $240,387 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
2,888 | $238,664 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,308 | $231,123 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,838 | 2,581 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $671,861 | 2,284 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $755,928 | 2,346 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $828,634 | 2,627 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $798,991 | 2,756 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $703,765 | 2,869 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $688,207 | 2,871 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $744,335 | 3,530 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $704,269 | 3,482 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $634,350 | 3,167 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $503,325 | 2,959 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $524,602 | 3,607 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $403,179 | 3,094 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $276,246 | 2,060 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $3,617,822 | 22,847 | Shares | Sole | 2022-02-11 | |
| 2020-09-30 | $157,979 | 1,641 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $314,066 | 3,339 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $300,610 | 3,339 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||