Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,364,638
+$205,060 QoQ
Shares Held
4,169
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#3,326
of 5,058 holders
Holding Since
Dec 2021
15 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, 2026Warwick Investment Management, Inc. holds $2,738,357 across 4 Banks - Diversified names. JPM ranks #1 (49.8% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,638 | 4,169 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,159,578 | 3,942 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,278,568 | 3,968 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,209,674 | 3,835 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,019,323 | 3,516 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $853,398 | 3,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $743,820 | 3,103 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $660,835 | 3,134 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $616,488 | 3,048 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $562,642 | 2,809 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $336,287 | 1,977 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $219,850 | 1,516 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $220,341 | 1,515 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $402,220 | 3,849 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $220,739 | 1,394 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||