Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,987,758
+$2,024,728 QoQ
Shares Held
58,008
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
8.91%
of 13F equity value
Holder Rank
#1,029
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026Next Level Private LLC holds $23,409,431 across 6 Banks - Diversified names. JPM ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
58,008 | $18,987,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
29,987 | $1,708,659 | |
| 3 | C |
Citigroup Inc
|
7,600 | $1,063,696 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,869 | $704,106 | |
| 5 | TD |
Toronto Dominion Bank
|
5,023 | $609,942 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,057 | $335,270 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,987,758 | 58,008 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,963,030 | 57,666 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $18,499,939 | 57,414 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $18,410,071 | 58,365 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,699,105 | 57,601 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $13,806,465 | 56,284 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $13,470,263 | 56,194 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $11,850,964 | 56,203 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,354,067 | 56,136 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,001,375 | 59,917 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,390,880 | 55,208 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,094,146 | 55,814 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,100,862 | 55,699 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,053,810 | 54,131 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,136,533 | 53,218 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,492,311 | 52,558 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,160,038 | 36,942 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,213,422 | 38,244 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,567,586 | 35,160 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||