Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,126,942
+$1,192,271 QoQ
Shares Held
27,883
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,551
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Everhart Financial Group, Inc. holds $14,891,173 across 7 Banks - Diversified names. JPM ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
27,883 | $9,126,942 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,011 | $2,507,746 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,180 | $1,915,595 | |
| 4 | C |
Citigroup Inc
|
3,470 | $485,661 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,021 | $436,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,255 | $214,427 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,778 | $203,936 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,126,942 | 27,883 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,934,671 | 26,974 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,360,471 | 22,843 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,049,371 | 28,689 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,972,814 | 27,501 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,418,765 | 26,167 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,125,309 | 25,553 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,228,062 | 24,794 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,532,848 | 22,411 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,279,609 | 21,366 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,404,891 | 20,017 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,743,778 | 18,920 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,681,186 | 18,435 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,291,761 | 17,587 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,164,374 | 16,140 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,513,787 | 14,486 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,657,957 | 14,723 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,512,334 | 11,094 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,795,372 | 11,338 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,848,714 | 11,294 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,591,951 | 10,235 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,380,421 | 9,068 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,021,896 | 8,042 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||