Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,627,471
+$422,010 QoQ
Shares Held
11,082
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,377
of 5,048 holders
Holding Since
Dec 2021
19 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, 2026Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. JPM ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,082 | $3,627,471 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,235 | $1,551,850 | |
| 3 | C |
Citigroup Inc
|
6,323 | $884,967 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,838 | $854,874 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,790 | $740,751 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,342 | $483,286 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,381 | $444,685 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,627,471 | 11,082 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,205,461 | 10,897 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,453,553 | 10,718 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,493,387 | 11,075 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,169,875 | 10,934 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,662,976 | 10,856 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,395,661 | 9,994 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,090,887 | 9,916 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,017,543 | 9,975 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,995,588 | 9,963 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,617,158 | 15,386 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,503,190 | 17,261 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,544,718 | 10,621 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,401,093 | 10,752 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,331,210 | 9,927 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $928,273 | 8,883 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $889,731 | 7,901 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,029,216 | 7,550 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,152,788 | 7,280 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||