Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,725,356
+$181,016 QoQ
Shares Held
5,271
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,108
of 5,058 holders
Holding Since
Mar 2022
18 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, 2026Round Rock Advisors LLC holds $5,757,143 across 4 Banks - Diversified names. JPM ranks #2 (30.0% 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 | $1,725,356 | 5,271 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,544,340 | 5,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,643,644 | 5,101 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $1,586,612 | 5,030 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,453,318 | 5,013 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $903,194 | 3,682 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,059,038 | 4,418 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $687,403 | 3,260 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $975,297 | 4,822 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,026,136 | 5,123 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,518,993 | 8,930 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,294,303 | 8,925 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,298,052 | 8,925 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,158,064 | 8,887 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,197,378 | 8,929 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $933,812 | 8,936 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $769,801 | 6,836 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $772,525 | 5,667 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||