Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,656,937
+$241,296 QoQ
Shares Held
8,117
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#2,706
of 5,058 holders
Holding Since
Mar 2021
20 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, 2026626 Financial, LLC holds $3,683,403 across 2 Banks - Diversified names. JPM ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,117 | $2,656,937 | |
| 2 | C |
Citigroup Inc
|
7,334 | $1,026,466 |
All Filings in JPM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,656,937 | 8,117 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,415,641 | 8,212 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,004,057 | 9,323 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,349,235 | 10,618 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,113,923 | 10,741 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,658,806 | 10,839 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,549,076 | 10,634 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,289,517 | 10,858 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,223,039 | 10,991 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,251,372 | 11,240 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,956,830 | 11,504 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,746,765 | 12,045 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,787,312 | 12,289 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,707,321 | 13,102 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,812,495 | 13,516 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,443,249 | 13,811 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,636,110 | 14,529 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,941,333 | 14,241 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,119,356 | 13,384 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $2,167,907 | 14,241 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||