Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,863,482
+$278,110 QoQ
Shares Held
8,748
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#2,613
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026IFG Advisors, LLC holds $5,265,875 across 4 Banks - Diversified names. JPM ranks #1 (54.4% of the industry book) .
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,863,482 | 8,748 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,585,372 | 8,789 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,826,836 | 8,773 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,773,260 | 8,792 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,471,482 | 8,525 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,079,162 | 8,476 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,029,624 | 8,467 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,702,483 | 8,074 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,579,246 | 7,808 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,528,088 | 7,629 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,302,285 | 7,656 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,102,442 | 7,602 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,106,071 | 7,605 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $989,313 | 7,592 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,016,343 | 7,579 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $798,380 | 7,640 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $845,926 | 7,512 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,022,127 | 7,498 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,169,573 | 7,386 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,210,978 | 7,398 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,140,419 | 7,332 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,096,817 | 7,205 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $911,600 | 7,174 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $686,886 | 7,135 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $657,855 | 6,994 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $624,718 | 6,939 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||