Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,752,824
+$686,507 QoQ
Shares Held
17,575
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
#1,967
of 5,058 holders
Holding Since
Mar 2020
23 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, 2026Game Plan Financial Advisors, LLC holds $5,954,152 across 8 Banks - Diversified names. JPM ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,575 | $5,752,824 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,405 | $194,016 | |
| 3 | C |
Citigroup Inc
|
15 | $2,099 | |
| 4 | SAN |
Banco Santander, S.A.
|
127 | $1,752 | |
| 5 | UBS |
UBS Group AG
|
26 | $1,288 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
56 | $1,113 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
30 | $707 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2 | $353 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,752,824 | 17,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,066,317 | 17,223 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,583,428 | 17,328 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,501,099 | 17,440 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,016,892 | 17,305 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,116,379 | 16,781 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $4,022,573 | 16,781 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,536,333 | 16,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,406,665 | 16,843 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,553,922 | 17,743 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,907,513 | 17,093 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $2,148,818 | 16,024 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,674,508 | 16,024 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,801,647 | 15,999 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,210,974 | 16,219 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,568,278 | 16,219 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,573,043 | 15,719 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,444,933 | 15,719 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,381,486 | 15,644 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,987,883 | 15,644 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,462,052 | 15,187 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,388,231 | 14,759 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,333,254 | 14,809 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||