Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,191,474
+$231,781 QoQ
Shares Held
6,695
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#2,888
of 5,058 holders
Holding Since
Dec 2022
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, 2026Carr Financial Group Corp holds $3,475,309 across 4 Banks - Diversified names. JPM ranks #1 (63.1% 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 | $2,191,474 | 6,695 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,959,693 | 6,662 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,163,385 | 6,714 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,145,870 | 6,803 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,710,758 | 5,901 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,485,782 | 6,057 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,352,923 | 5,644 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,214,764 | 5,761 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,169,467 | 5,782 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,273,507 | 6,358 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $717,992 | 4,221 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $612,129 | 4,221 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $583,941 | 4,015 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $565,675 | 4,341 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $555,442 | 4,142 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||