Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$555,151
+$56,257 QoQ
Shares Held
1,696
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#4,190
of 5,056 holders
Holding Since
Sep 2021
13 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, 2026Petix & Botte Co holds $1,917,964 across 4 Banks - Diversified names. JPM ranks #2 (28.9% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,151 | 1,696 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $249,447 | 848 | Principal | Sole | 2026-04-30 | |
| 2026-03-31 | $249,447 | 848 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $520,707 | 1,616 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $509,734 | 1,616 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $468,494 | 1,616 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $396,404 | 1,616 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,371 | 1,616 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $340,749 | 1,616 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $326,852 | 1,616 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $274,881 | 1,616 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $234,352 | 1,616 | Shares | Sole | 2023-11-15 | |
| 2022-03-31 | $274,548 | 2,014 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $329,671 | 2,014 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||