Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$965,950
-$706,643 QoQ
Shares Held
2,951
-48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3,687
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, 2026MRA Advisory Group holds $2,306,766 across 2 Banks - Diversified names. JPM ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
9,580 | $1,340,816 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,951 | $965,950 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,950 | 2,951 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,672,593 | 5,686 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,786,065 | 5,543 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,507,439 | 4,779 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,399,105 | 4,826 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $814,150 | 3,319 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,063,113 | 4,435 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,025,833 | 4,865 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $965,589 | 4,774 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $950,623 | 4,746 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $963,786 | 5,666 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $581,095 | 4,007 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $880,348 | 6,053 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $896,923 | 6,883 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,046,382 | 7,803 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $643,197 | 6,155 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $612,147 | 5,436 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $310,945 | 2,281 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $479,800 | 3,030 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $492,543 | 3,009 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $465,842 | 2,995 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $476,023 | 3,127 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $401,668 | 3,161 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||