Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,605,553
+$336,841 QoQ
Shares Held
4,905
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#3,172
of 5,056 holders
Holding Since
Sep 2022
13 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, 2026EdgeRock Capital LLC holds $2,757,318 across 4 Banks - Diversified names. JPM ranks #1 (58.2% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,553 | 4,905 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,268,712 | 4,313 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,443,545 | 4,480 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,217,559 | 3,860 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $988,883 | 3,411 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $786,186 | 3,205 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $792,481 | 3,306 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $628,151 | 2,979 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $573,811 | 2,837 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $468,101 | 2,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $377,622 | 2,220 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $286,704 | 1,977 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $115,472 | 1,105 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||