Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,394,753
+$217,819 QoQ
Shares Held
4,261
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#3,303
of 5,058 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $6,598,601 across 13 Banks - Diversified names. JPM ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,261 | $1,394,753 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,903 | $1,148,943 | |
| 3 | BAC |
Bank Of America Corp /De/
|
15,858 | $903,588 | |
| 4 | BNS |
Bank Of Nova Scotia
|
4,863 | $422,302 | |
| 5 | RY |
Royal Bank Of Canada
|
2,026 | $419,321 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,751 | $397,822 | |
| 7 | TD |
Toronto Dominion Bank
|
2,944 | $357,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,767 | $312,228 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,753 | 4,261 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,176,934 | 4,001 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,412,934 | 4,385 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,233,015 | 3,909 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,150,652 | 3,969 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $935,328 | 3,813 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $731,355 | 3,051 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $644,809 | 3,058 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $604,757 | 2,990 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||