Position in JPM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,441,554
+$259,181 QoQ
Shares Held
7,459
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,794
of 5,058 holders
Holding Since
Dec 2020
21 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, 2026Kozak & Associates, Inc. holds $3,043,496 across 10 Banks - Diversified names. JPM ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,459 | $2,441,554 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,930 | $280,911 | |
| 3 | RY |
Royal Bank Of Canada
|
671 | $138,876 | |
| 4 | C |
Citigroup Inc
|
945 | $132,262 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
230 | $19,007 | |
| 6 | BCS |
Barclays PLC
|
381 | $10,233 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
79 | $7,512 | |
| 8 | ING |
Ing Groep NV
|
152 | $4,769 |
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,441,554 | 7,459 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,182,373 | 7,419 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,392,483 | 7,425 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,349,322 | 7,448 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $2,104,456 | 7,259 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,796,331 | 7,323 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,744,609 | 7,278 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,614,133 | 7,655 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,501,982 | 7,426 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,614,618 | 8,061 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,401,964 | 8,242 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,339,404 | 9,236 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,398,987 | 9,619 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,251,106 | 9,601 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,297,417 | 9,675 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $866,932 | 8,296 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $978,017 | 8,685 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $940,880 | 6,902 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $1,092,931 | 6,902 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,022,898 | 6,249 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $643,101 | 5,061 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||