Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$17,891,203
+$1,835,657 QoQ
Shares Held
54,658
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.45%
of 13F equity value
Holder Rank
#1,068
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. JPM ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,172 | $314,092 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,891,203 | 54,658 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,055,546 | 54,581 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $18,430,339 | 57,198 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $17,617,396 | 55,852 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,047,388 | 55,353 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,445,138 | 54,811 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $12,966,872 | 54,094 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,410,369 | 49,371 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,994,880 | 49,416 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,162,020 | 50,734 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,826,471 | 46,011 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,449,619 | 44,474 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,408,813 | 44,065 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,585,998 | 42,867 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,137,773 | 38,313 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,015,412 | 38,425 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,148,552 | 36,840 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,617,840 | 33,875 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,011,322 | 25,332 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,747,027 | 22,891 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,464,342 | 22,273 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,734,963 | 24,535 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,747,421 | 29,491 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,440,829 | 25,354 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,422,515 | 25,755 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,213,747 | 24,589 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||