Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$452,697
+$45,874 QoQ
Shares Held
1,383
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#4,359
of 5,048 holders
Holding Since
Mar 2023
10 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, 2026Nalls Sherbakoff Group, LLC holds $538,423 across 7 Banks - Diversified names. JPM ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,383 | $452,697 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
440 | $36,361 | |
| 3 | UBS |
UBS Group AG
|
400 | $19,824 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
118 | $17,063 | |
| 5 | C |
Citigroup Inc
|
62 | $8,677 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
25 | $2,377 | |
| 7 | BAC |
Bank Of America Corp /De/
|
25 | $1,424 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,697 | 1,383 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $406,823 | 1,383 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $445,630 | 1,383 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $751,669 | 2,383 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $690,855 | 2,383 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $525,187 | 2,141 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $358,570 | 2,108 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $305,702 | 2,108 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $352,692 | 2,425 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $321,865 | 2,470 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||