Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$995,083
+$102,896 QoQ
Shares Held
3,040
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#3,657
of 5,057 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Investmark Advisory Group LLC holds $1,550,815 across 3 Banks - Diversified names. JPM ranks #1 (64.2% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,083 | 3,040 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $892,187 | 3,033 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $989,215 | 3,070 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $966,162 | 3,063 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $886,834 | 3,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $748,410 | 3,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $729,916 | 3,045 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $864,526 | 4,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $821,377 | 4,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $817,624 | 4,082 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $692,987 | 4,074 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $613,579 | 4,231 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $584,814 | 4,021 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $537,137 | 4,122 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $578,105 | 4,311 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $362,615 | 3,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $345,600 | 3,069 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $480,750 | 3,036 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||