Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$659,569
+$67,720 QoQ
Shares Held
2,015
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#4,050
of 5,058 holders
Holding Since
Dec 2021
12 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, 2026Widmann Financial Services, Inc. holds $3,390,840 across 3 Banks - Diversified names. JPM ranks #2 (19.5% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,569 | 2,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $591,849 | 2,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $648,306 | 2,012 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $634,645 | 2,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $550,539 | 1,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,916 | 1,720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $412,301 | 1,720 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $365,420 | 1,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $359,011 | 1,775 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $355,532 | 1,775 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $301,927 | 1,775 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $145,523 | 919 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||