Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,700,138
+$646,464 QoQ
Shares Held
11,304
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#2,365
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026LifeSteps Financial, Inc. holds $5,045,876 across 7 Banks - Diversified names. JPM ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,304 | $3,700,138 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,958 | $1,153,489 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,915 | $109,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
214 | $30,946 | |
| 5 | BNS |
Bank Of Nova Scotia
|
300 | $26,052 | |
| 6 | C |
Citigroup Inc
|
121 | $16,935 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
80 | $9,200 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,700,138 | 11,304 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,053,674 | 10,381 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,234,766 | 10,039 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,168,494 | 10,045 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,966,359 | 10,232 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,450,301 | 9,989 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,411,722 | 10,061 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,068,747 | 9,811 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,982,754 | 9,803 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,007,206 | 10,021 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,741,824 | 10,240 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,472,823 | 10,156 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,475,488 | 10,145 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,320,431 | 10,133 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,442,916 | 10,760 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,082,515 | 10,359 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $906,848 | 8,053 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,174,669 | 8,617 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,443,360 | 9,115 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,412,135 | 14,736 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,279,127 | 14,653 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $2,130,611 | 13,996 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,619,888 | 12,748 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,247,466 | 12,958 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,189,200 | 12,643 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $992,760 | 11,027 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||