Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,687,386
+$262,475 QoQ
Shares Held
5,155
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#3,124
of 5,058 holders
Holding Since
Mar 2020
21 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, 2026Salomon & Ludwin, LLC holds $3,553,366 across 14 Banks - Diversified names. JPM ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,155 | $1,687,386 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,344 | $524,268 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,923 | $223,532 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,131 | $202,636 | |
| 5 | C |
Citigroup Inc
|
986 | $138,000 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,603 | $131,333 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
768 | $111,060 | |
| 8 | SAN |
Banco Santander, S.A.
|
7,751 | $106,963 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,386 | 5,155 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,424,911 | 4,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,704,866 | 5,291 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,668,309 | 5,289 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,422,008 | 4,905 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,229,198 | 5,011 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $688,207 | 2,871 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $748,131 | 3,548 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $739,462 | 3,656 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,236,852 | 6,175 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,022,641 | 6,012 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $871,860 | 6,012 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $855,623 | 5,883 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $767,656 | 5,891 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $792,799 | 5,912 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $516,752 | 4,945 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $326,118 | 2,896 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $313,808 | 2,302 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $357,554 | 2,258 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $318,868 | 1,948 | Shares | Sole | 2021-11-01 | |
| 2020-03-31 | $38,172 | 424 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||