Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,959,356
+$253,247 QoQ
Shares Held
24,316
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,666
of 5,072 holders
Holding Since
Mar 2021
22 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, 2026Symphony Financial, Ltd. Co. holds $10,076,426 across 4 Banks - Diversified names. JPM ranks #1 (79.0% of the industry book) .
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,959,356 | 24,316 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,706,109 | 26,197 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,748,102 | 24,046 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,546,488 | 30,265 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,780,024 | 26,836 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,139,261 | 8,721 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,018,808 | 20,937 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,447,248 | 21,091 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,010,613 | 19,829 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,626,333 | 13,112 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,983,383 | 17,539 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $547,015 | 3,772 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $458,572 | 3,153 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $382,981 | 2,939 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $382,587 | 2,853 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $242,440 | 2,320 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $287,493 | 2,553 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $372,698 | 2,734 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $278,537 | 1,759 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $249,790 | 1,526 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $237,976 | 1,530 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $260,161 | 1,709 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||