Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,915,848
+$479,766 QoQ
Shares Held
11,963
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#2,318
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $8,367,292 across 6 Banks - Diversified names. JPM ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,963 | $3,915,848 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,870 | $2,556,692 | |
| 3 | TD |
Toronto Dominion Bank
|
8,819 | $1,070,891 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,377 | $343,737 | |
| 5 | C |
Citigroup Inc
|
2,060 | $288,317 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,321 | $191,807 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,915,848 | 11,963 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,436,082 | 11,681 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,758,374 | 11,664 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,666,558 | 11,624 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,275,983 | 11,300 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,725,037 | 11,109 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,540,206 | 10,597 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,138,120 | 10,140 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,036,151 | 10,067 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,043,660 | 10,203 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,721,582 | 10,121 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,450,345 | 10,001 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,474,179 | 10,136 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,300,233 | 9,978 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,287,225 | 9,599 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $984,808 | 9,424 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $936,352 | 8,315 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,322,849 | 9,704 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,183,982 | 7,477 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,016,514 | 6,210 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $879,578 | 5,655 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $843,049 | 5,538 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $690,879 | 5,437 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $500,989 | 5,204 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $537,082 | 5,710 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $522,804 | 5,807 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||