Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,515,817
+$1,418,325 QoQ
Shares Held
26,016
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#1,606
of 5,056 holders
Holding Since
Sep 2021
18 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, 2026First Pacific Financial holds $19,533,540 across 8 Banks - Diversified names. JPM ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,016 | $8,515,817 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
56,610 | $8,186,372 | |
| 3 | ING |
Ing Groep NV
|
46,421 | $1,456,690 | |
| 4 | C |
Citigroup Inc
|
4,842 | $677,686 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,412 | $529,887 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 7 | BCS |
Barclays PLC
|
1,670 | $44,856 | |
| 8 | UBS |
UBS Group AG
|
83 | $4,113 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,515,817 | 26,016 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,097,492 | 24,128 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,427,986 | 26,156 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,606,507 | 27,285 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,118,260 | 21,104 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $821,509 | 3,349 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $731,594 | 3,052 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $430,365 | 2,041 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $210,552 | 1,041 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $222,933 | 1,113 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $348,875 | 2,051 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $297,436 | 2,051 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $298,297 | 2,051 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $204,195 | 1,567 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $210,134 | 1,567 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $280,819 | 2,060 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $326,201 | 2,060 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $337,201 | 2,060 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||