Financial Gravity Asset Management, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1741736
Lakeway, TX
Position in JPM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$112,369
-$4,274 QoQ
Shares Held
382
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $233,650 across 7 Banks - Diversified names. JPM ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
382 | $112,369 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $73,878 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $34,027 | |
| 4 | UBS |
UBS Group AG
|
340 | $13,283 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $39 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $33 | |
| 7 | BCS |
Barclays PLC
|
1 | $21 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,369 | 382 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $116,643 | 362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $144,782 | 459 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $70,891 | 289 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $5,461 | 27 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,814 | 49 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $8,164 | 48 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $78,300 | 540 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $25,014 | 172 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,940 | 130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,969 | 134 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $202,496 | 2,415 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $260,480 | 2,825 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $381,550 | 3,435 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $755,570 | 5,372 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,621 | 71 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,043 | 71 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,721 | 77 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,988 | 55 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $22,595 | 251 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||