Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,093,227
+$1,097,076 QoQ
Shares Held
27,780
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,556
of 5,058 holders
Holding Since
Jun 2021
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, 2026Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. JPM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
27,780 | $9,093,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
35,794 | $2,039,542 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,741 | $887,636 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,226 | $496,940 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,594 | $375,118 | |
| 6 | UBS |
UBS Group AG
|
7,061 | $349,943 | |
| 7 | C |
Citigroup Inc
|
2,172 | $303,993 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,093,227 | 27,780 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,996,151 | 27,183 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,819,141 | 21,163 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,298,506 | 19,968 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,636,430 | 19,442 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,767,650 | 19,436 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,964,972 | 12,369 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,266,112 | 10,747 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,303,741 | 11,390 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,222,729 | 11,097 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,826,023 | 10,735 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,368,118 | 9,434 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,361,900 | 9,364 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,031,012 | 7,912 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,215,214 | 9,062 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $355,822 | 3,405 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $538,951 | 4,786 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $596,400 | 4,375 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $499,277 | 3,153 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $480,593 | 2,936 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $257,574 | 1,656 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||