Sargent Investment Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1766157 BETHESDA, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$12,833,954

+$1,431,136 QoQ

Shares Held

39,208

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#1,266

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $22,175,791 across 5 Banks - Diversified names. JPM ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,208	$12,833,954
2	BAC	Bank Of America Corp /De/	115,727	$6,594,124
3	C	Citigroup Inc	15,354	$2,148,945
4	WFC	Wells Fargo & Company/Mn	4,486	$370,723
5	TD	Toronto Dominion Bank	1,878	$228,045

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,833,954	39,208	+1.1%	Shares	Sole	2026-08-11
2026-03-31	$11,402,818	38,764	+5.4%	Shares	Sole	2026-05-11
2025-12-31	$11,855,118	36,792	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$11,289,555	35,791	+4.3%	Shares	Sole	2025-11-14
2025-06-30	$9,951,160	34,325	+0.0%	Shares	Sole	2025-08-14
2025-03-31	$8,415,997	34,309	+9.6%	Shares	Sole	2025-05-05
2024-12-31	$7,505,320	31,310	+33.8%	Shares	Sole	2025-01-27
2024-09-30	$4,935,810	23,408	+11.0%	Shares	Sole	2024-11-06
2024-06-30	$4,264,854	21,086	-9.1%	Shares	Sole	2024-08-09
2024-03-31	$4,645,157	23,191	-16.2%	Shares	Sole	2024-05-10
2023-12-31	$4,709,898	27,689	+1.3%	Shares	Sole	2024-02-05
2023-09-30	$3,965,861	27,347	+14.6%	Shares	Sole	2023-11-13
2023-06-30	$3,471,652	23,870	+9.7%	Shares	Sole	2023-07-31
2023-03-31	$2,836,197	21,765	-6.8%	Shares	Sole	2023-05-02
2022-12-31	$3,132,576	23,360	+3.7%	Shares	Sole	2023-01-31
2022-09-30	$2,354,803	22,534	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$2,533,725	22,500	+0.8%	Shares	Sole	2022-07-26
2022-03-31	$3,042,662	22,320	+7.6%	Shares	Sole	2022-05-06
2021-12-31	$3,283,862	20,738	+4.4%	Shares	Sole	2022-02-11
2021-09-30	$3,251,374	19,863	+3.2%	Shares	Sole	2021-11-12
2021-06-30	$2,994,456	19,252	+1.1%	Shares	Sole	2021-08-05
2021-03-31	$2,899,829	19,049	+9.4%	Shares	Sole	2021-05-04
2020-12-31	$2,212,161	17,409	+0.7%	Shares	Sole	2021-02-10
2020-09-30	$1,663,738	17,282	+14.0%	Shares	Sole	2020-11-12
2020-06-30	$1,426,043	15,161	+1.7%	Shares	Sole	2020-08-11
2020-03-31	$1,341,987	14,906	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.