Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,307,683
+$140,162 QoQ
Shares Held
3,995
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#3,361
of 5,048 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, 2026TSFG, LLC holds $2,153,853 across 6 Banks - Diversified names. JPM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,995 | $1,307,683 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,283 | $414,985 | |
| 3 | C |
Citigroup Inc
|
1,701 | $238,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,313 | $108,506 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1,414 | $84,133 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
5 | $475 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,683 | 3,995 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,167,521 | 3,969 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,312,402 | 4,073 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,283,800 | 4,070 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,149,203 | 3,964 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $955,443 | 3,895 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $871,585 | 3,636 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $815,606 | 3,868 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $788,611 | 3,899 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $765,947 | 3,824 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $621,205 | 3,652 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $484,801 | 3,343 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $340,620 | 2,342 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $332,160 | 2,549 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $341,686 | 2,548 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $266,161 | 2,547 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $286,592 | 2,545 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $346,798 | 2,544 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $404,109 | 2,552 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $415,281 | 2,537 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $394,449 | 2,536 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $367,483 | 2,414 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $323,393 | 2,545 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $244,429 | 2,539 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $258,006 | 2,743 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $225,165 | 2,501 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||