Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$256,299
-$48,744 QoQ
Shares Held
783
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#4,778
of 5,056 holders
Holding Since
Jun 2025
5 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, 2026HFG Advisors, Inc. holds $738,144 across 3 Banks - Diversified names. JPM ranks #2 (34.7% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,299 | 783 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $305,043 | 1,037 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $333,175 | 1,034 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $326,154 | 1,034 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $252,511 | 871 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||