Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,826,828
+$207,478 QoQ
Shares Held
5,581
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#3,050
of 5,058 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $4,151,380 across 4 Banks - Diversified names. JPM ranks #1 (44.0% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,828 | 5,581 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,619,350 | 5,505 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,727,099 | 5,360 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,536,774 | 4,872 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,253,860 | 4,325 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,059,696 | 4,320 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $982,331 | 4,098 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $871,484 | 4,133 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $875,179 | 4,327 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $908,761 | 4,537 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $745,548 | 4,383 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $604,153 | 4,166 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $658,261 | 4,526 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $621,057 | 4,766 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $340,077 | 2,536 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $256,547 | 2,455 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $232,201 | 2,062 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $321,987 | 2,362 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||