Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,894,565
+$1,019,596 QoQ
Shares Held
14,953
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#2,117
of 5,057 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SageGuard Financial Group, LLC holds $5,536,472 across 3 Banks - Diversified names. JPM ranks #1 (88.4% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,894,565 | 14,953 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,874,969 | 13,173 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,278,588 | 10,175 | Shares | Sole | 2026-01-27 | |
| 2021-06-30 | $213,867 | 1,375 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $405,997 | 2,667 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $353,381 | 2,781 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||