Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,071,978
+$430,134 QoQ
Shares Held
15,495
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#2,080
of 5,058 holders
Holding Since
Dec 2021
18 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, 2026SAXON INTERESTS, INC. holds $6,571,160 across 4 Banks - Diversified names. JPM ranks #1 (77.2% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,071,978 | 15,495 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,641,844 | 15,780 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $4,914,177 | 15,251 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,766,462 | 15,111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,001,047 | 13,801 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,385,385 | 13,801 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,506,407 | 10,456 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,028,473 | 9,620 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,992,058 | 9,849 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,931,693 | 9,644 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,667,490 | 9,803 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $1,327,721 | 9,129 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,136,172 | 8,719 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,541,077 | 11,492 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,385,565 | 13,259 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,508,861 | 13,399 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,806,512 | 13,252 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,722,372 | 10,877 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||