Sovereign Financial Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1846175 STAMFORD, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,828,131

+$362,188 QoQ

Shares Held

8,640

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#2,628

of 5,057 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $5,750,981 across 4 Banks - Diversified names. JPM ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,640	$2,828,131
2	BAC	Bank Of America Corp /De/	37,867	$2,157,661
3	C	Citigroup Inc	3,723	$521,071
4	WFC	Wells Fargo & Company/Mn	2,954	$244,118

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,828,131	8,640	+3.1%	Shares	Sole	2026-07-24
2026-03-31	$2,465,943	8,383	+14.6%	Shares	Sole	2026-04-17
2025-12-31	$2,357,361	7,316	+2.8%	Shares	Sole	2026-01-07
2025-09-30	$2,244,915	7,117	+4.5%	Shares	Sole	2025-10-17
2025-06-30	$1,974,866	6,812	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$1,638,358	6,679	+6.8%	Shares	Sole	2025-04-11
2024-12-31	$1,499,386	6,255	+11.9%	Shares	Sole	2025-01-14
2024-09-30	$1,178,285	5,588	+2.1%	Shares	Sole	2024-10-08
2024-06-30	$1,106,564	5,471	+6.0%	Shares	Sole	2024-07-15
2024-03-31	$1,034,148	5,163	+8.7%	Shares	Sole	2024-04-15
2023-12-31	$807,975	4,750	+11.5%	Shares	Sole	2024-02-06
2023-09-30	$618,075	4,262	-11.7%	Shares	Sole	2023-11-03
2023-06-30	$702,038	4,827	+6.8%	Shares	Sole	2023-07-31
2023-03-31	$589,131	4,521	-0.5%	Shares	Sole	2023-05-04
2022-12-31	$609,082	4,542	+12.6%	Shares	Sole	2023-02-14
2022-09-30	$421,344	4,032	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$459,223	4,078	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$532,738	3,908	+17.6%	Shares	Sole	2022-05-16
2021-12-31	$526,355	3,324	+82.6%	Shares	Sole	2022-02-15
2021-09-30	$297,915	1,820	-20.5%	Shares	Sole	2021-11-12
2021-06-30	$355,875	2,288	0.0%	Shares	Sole	2021-08-12
2021-03-31	$348,302	2,288	+36.4%	Shares	Sole	2021-05-17
2020-12-31	$213,096	1,677	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.