Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,777,054
-$148,066 QoQ
Shares Held
14,594
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.66%
of 13F equity value
Holder Rank
#2,147
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)
Derivatives in JPM
reported options exposure · as of Mar 31, 2022CallValue
$272,640
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Integrity Financial Corp /WA holds $5,831,482 across 5 Banks - Diversified names. JPM ranks #1 (81.9% of the industry book) .
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,777,054 | 14,594 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,925,120 | 16,743 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,255,408 | 16,310 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,869,923 | 15,439 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,408,661 | 15,207 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $812,924 | 3,314 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $670,708 | 2,798 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $686,560 | 3,256 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $636,714 | 3,148 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $620,329 | 3,097 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $446,002 | 2,622 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $419,107 | 2,890 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $382,070 | 2,627 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $342,063 | 2,625 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $335,920 | 2,505 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $263,026 | 2,517 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $283,777 | 2,520 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $272,640 | 2,000 | Call | Sole | 2022-05-06 | |
| 2022-03-31 | $344,753 | 2,529 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $595,237 | 3,759 | Shares | Sole | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||