Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$494,268
+$72,443 QoQ
Shares Held
1,510
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#4,286
of 5,056 holders
Holding Since
Dec 2024
7 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, 2026RFG Holdings, Inc. holds $768,869 across 2 Banks - Diversified names. JPM ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,510 | $494,268 | |
| 2 | C |
Citigroup Inc
|
1,962 | $274,601 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,268 | 1,510 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $421,825 | 1,434 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $465,930 | 1,446 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $415,105 | 1,316 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $315,711 | 1,089 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $235,488 | 960 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $210,225 | 877 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||