Financial Connections Group, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1907157
CORTE MADERA, CA
Position in JPM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$113,839
+$96 QoQ
Shares Held
387
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Financial Connections Group, Inc. holds $593,798 across 6 Banks - Diversified names. JPM ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,624 | $288,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,458 | $168,577 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
387 | $113,839 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
143 | $11,796 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
561 | $11,079 | |
| 6 | C |
Citigroup Inc
|
14 | $1 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,839 | 387 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $113,743 | 353 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $108,192 | 343 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $116,833 | 403 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $84,137 | 343 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,162 | 130 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,140 | 105 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $53,194 | 263 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,459 | 197 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $209,393 | 1,231 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $178,519 | 1,231 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $193,726 | 1,332 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,682 | 105 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $14,080 | 105 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,972 | 105 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $34,458 | 306 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,081 | 206 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $32,620 | 206 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||