Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,758,744
+$187,636 QoQ
Shares Held
5,373
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#3,088
of 5,056 holders
Holding Since
Jun 2020
15 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, 2026Jacobsen Capital Management holds $3,213,788 across 4 Banks - Diversified names. JPM ranks #1 (54.7% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,744 | 5,373 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,571,108 | 5,341 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,720,977 | 5,341 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,715,939 | 5,440 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,540,001 | 5,312 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,213,499 | 4,947 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,146,532 | 4,783 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,008,332 | 4,782 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $926,553 | 4,581 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $816,222 | 4,075 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $725,986 | 4,268 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $545,130 | 3,759 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $506,276 | 3,481 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $471,461 | 3,618 | Shares | Sole | 2023-05-02 | |
| 2020-06-30 | $254,714 | 2,708 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||