Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,944,326
+$641,204 QoQ
Shares Held
12,050
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#2,305
of 5,048 holders
Holding Since
Dec 2023
8 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, 2026Revisor Wealth Management LLC holds $7,607,272 across 5 Banks - Diversified names. JPM ranks #1 (51.8% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,944,326 | 12,050 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,303,122 | 11,229 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,670,085 | 11,390 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,175,205 | 6,896 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,057,201 | 7,096 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $605,155 | 2,467 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $227,307 | 1,078 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $229,294 | 1,348 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||