Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,971,078
+$1,925,971 QoQ
Shares Held
51,847
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#1,091
of 5,056 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)
Derivatives in JPM
reported options exposure · as of Sep 30, 2025CallValue
$4,416
CallShares
14
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Royal Fund Management, LLC holds $19,638,735 across 4 Banks - Diversified names. JPM ranks #1 (86.4% of the industry book) .
All Filings in JPM
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,971,078 | 51,847 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,045,107 | 51,146 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $16,340,420 | 50,712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,340,480 | 42,293 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $4,416 | 14 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $14,325,612 | 49,414 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $405,874 | 1,400 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $417,010 | 1,700 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $12,736,711 | 51,923 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,042,621 | 54,410 | Shares | Sole | 2025-01-16 | |
| 2024-12-31 | $119,855 | 500 | Put | Sole | 2025-01-16 | |
| 2024-12-31 | $503,391 | 2,100 | Call | Sole | 2025-01-16 | |
| 2024-09-30 | $12,423,238 | 58,917 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $442,806 | 2,100 | Call | Sole | 2024-10-08 | |
| 2024-06-30 | $12,212,458 | 60,380 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $500,750 | 2,500 | Call | Sole | 2024-04-11 | |
| 2024-03-31 | $12,619,701 | 63,004 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $10,146,465 | 59,650 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,596,350 | 59,277 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,808,137 | 60,562 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $625,488 | 4,800 | Call | Sole | 2023-04-10 | |
| 2023-03-31 | $7,879,845 | 60,470 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,984,582 | 59,542 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $80,460 | 600 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $6,115,967 | 58,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,865,719 | 60,969 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,757,016 | 56,903 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,022,149 | 56,976 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,147,815 | 55,885 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $8,369,918 | 53,812 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,572,527 | 56,313 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,731,406 | 52,974 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,762,669 | 49,472 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,497,290 | 47,813 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $930,189 | 10,332 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||