Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,356,121
+$364,070 QoQ
Shares Held
7,198
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#2,827
of 5,057 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. JPM ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,356,121 | 7,198 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,992,051 | 6,772 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,133,740 | 6,622 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,183,406 | 6,922 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,919,784 | 6,622 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,624,867 | 6,624 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,606,776 | 6,703 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $963,630 | 4,570 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $896,820 | 4,434 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $977,263 | 4,879 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,003,079 | 5,897 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $930,738 | 6,418 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $935,470 | 6,432 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $822,907 | 6,315 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $703,890 | 5,249 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $632,225 | 6,050 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $563,050 | 5,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $607,850 | 4,459 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $805,051 | 5,084 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,091,157 | 6,666 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $886,578 | 5,700 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $892,981 | 5,866 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $802,065 | 6,312 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $607,559 | 6,311 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||