Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,592,126
+$1,429,312 QoQ
Shares Held
7,919
+100.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,734
of 5,058 holders
Holding Since
Sep 2020
24 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, 2026NFSG Corp holds $3,336,649 across 11 Banks - Diversified names. JPM ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,919 | $2,592,126 | |
| 2 | C |
Citigroup Inc
|
1,640 | $229,534 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,508 | $142,905 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
637 | $92,116 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,013 | $83,714 | |
| 6 | UBS |
UBS Group AG
|
1,425 | $70,623 | |
| 7 | TD |
Toronto Dominion Bank
|
495 | $60,107 | |
| 8 | BNS |
Bank Of Nova Scotia
|
320 | $27,788 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592,126 | 7,919 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,162,814 | 3,953 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,862,280 | 8,883 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,847,158 | 5,856 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,702,830 | 9,323 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,448,251 | 5,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,418,843 | 5,919 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,156,356 | 5,484 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $758,272 | 3,749 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $804,605 | 4,017 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,821,090 | 10,706 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $1,365,653 | 9,417 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,437,819 | 9,886 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,321,734 | 10,143 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,384,716 | 10,326 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,171,758 | 11,213 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,206,503 | 10,714 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,300,765 | 9,542 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,529,344 | 9,658 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $652,468 | 3,986 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $586,230 | 3,769 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $669,203 | 4,396 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $574,864 | 4,524 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $411,265 | 4,272 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||