Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,556,365
+$1,530,667 QoQ
Shares Held
44,470
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#1,177
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $16,055,049 across 3 Banks - Diversified names. JPM ranks #1 (90.7% of the industry book) .
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,556,365 | 44,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,025,698 | 44,281 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,354,578 | 44,549 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $14,012,031 | 44,422 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,829,677 | 44,254 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,580,279 | 43,132 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,119,837 | 42,217 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,932,029 | 42,360 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,537,394 | 42,210 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,472,690 | 42,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,184,638 | 83,390 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,923,776 | 40,848 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,832,289 | 40,101 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,954,646 | 38,022 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,130,800 | 38,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,848,003 | 36,823 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,927,611 | 34,878 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,464,343 | 32,749 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,960,313 | 31,325 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,950,312 | 30,242 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,599,317 | 29,570 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,346,927 | 28,555 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,590,871 | 28,259 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||