Invst, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1867587 INDIANAPOLIS, IN

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,802,926

+$293,153 QoQ

Shares Held

8,563

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#2,638

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Sep 30, 2021

CallValue

$16,369

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Invst, LLC holds $5,413,574 across 3 Banks - Diversified names. JPM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,563	$2,802,926
2	C	Citigroup Inc	9,601	$1,343,755
3	BAC	Bank Of America Corp /De/	22,234	$1,266,893

All Filings in JPM

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,802,926	8,563	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$2,509,773	8,532	-14.2%	Shares	Sole	2026-05-13
2025-12-31	$3,205,766	9,949	-8.8%	Shares	Sole	2026-02-11
2025-09-30	$3,442,287	10,913	-4.1%	Shares	Sole	2026-02-04
2025-06-30	$3,298,016	11,376	+0.6%	Shares	Sole	2025-10-16
2025-03-31	$2,773,607	11,307	-25.3%	Shares	Sole	2025-06-03
2024-12-31	$3,626,332	15,128	+0.6%	Shares	Sole	2025-02-19
2024-09-30	$3,169,858	15,033	+1.4%	Shares	Sole	2024-11-19
2024-06-30	$2,999,313	14,829	+12.2%	Shares	Sole	2024-08-16
2024-03-31	$2,646,964	13,215	+2.2%	Shares	Sole	2024-05-24
2023-12-31	$2,199,393	12,930	+1.1%	Shares	Sole	2024-02-07
2023-09-30	$1,854,080	12,785	+8.2%	Shares	Sole	2023-11-21
2023-06-30	$1,719,100	11,820	-1.8%	Shares	Sole	2023-07-28
2023-03-31	$1,568,150	12,034	+2.2%	Shares	Sole	2023-04-28
2022-12-31	$1,579,027	11,775	-6.4%	Shares	Sole	2023-02-01
2022-09-30	$1,314,192	12,576	+4.0%	Shares	Sole	2022-11-23
2022-06-30	$1,361,680	12,092	+1.7%	Shares	Sole	2022-08-11
2022-03-31	$1,620,981	11,891	+5.2%	Shares	Sole	2022-05-12
2021-12-31	$1,789,988	11,304	+2.2%	Shares	Sole	2022-02-25
2021-09-30	$16,369	100	0.0%	Call	Sole	2021-11-10
2021-09-30	$1,809,756	11,056	+1.0%	Shares	Sole	2021-11-10
2021-06-30	$15,554	100	0.0%	Call	Sole	2021-07-19
2021-06-30	$1,702,385	10,945	+8.6%	Shares	Sole	2021-07-19
2021-03-31	$15,223	100	0.0%	Call	Sole	2021-06-23
2021-03-31	$1,534,782	10,082	+10.4%	Shares	Sole	2021-06-23
2020-12-31	$1,160,657	9,134	+30.9%	Shares	Sole	2021-06-23
2020-12-31	$12,707	100	—	Call	Sole	2021-06-23
2020-09-30	$671,868	6,979	+10.3%	Shares	Sole	2021-06-23
2020-06-30	$595,305	6,329	+128.6%	Shares	Sole	2021-06-23
2020-03-31	$249,203	2,768	—	Shares	Sole	2021-06-23
No filing history on record for this holder in this stock.