Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,204,553
+$407,830 QoQ
Shares Held
12,845
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#2,256
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DMKC Advisory Services, LLC holds $25,153,643 across 4 Banks - Diversified names. JPM ranks #3 (16.7% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,204,553 | 12,845 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,796,723 | 12,907 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,988,439 | 12,378 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,594,324 | 11,395 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,505,011 | 12,090 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,631,823 | 10,729 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,598,456 | 10,840 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||