Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,043,159
+$664,006 QoQ
Shares Held
21,517
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
#1,771
of 5,056 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, 2026O'ROURKE & COMPANY, Inc holds $8,547,097 across 4 Banks - Diversified names. JPM ranks #1 (82.4% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,043,159 | 21,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,379,153 | 21,686 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,183,894 | 22,295 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,037,874 | 22,312 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,657,203 | 22,963 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,714,754 | 23,297 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,540,417 | 23,113 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,881,409 | 23,150 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,647,934 | 22,980 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,615,112 | 23,041 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,720,087 | 21,870 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,116,769 | 21,492 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,085,655 | 21,216 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,694,028 | 20,674 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,751,597 | 20,519 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,052,066 | 19,637 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,029,570 | 18,023 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,380,828 | 17,465 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,752,914 | 17,385 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||