Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,522,084
+$134,532 QoQ
Shares Held
4,650
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,228
of 5,057 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $3,520,599 across 9 Banks - Diversified names. JPM ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
28,350 | $1,615,383 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
4,650 | $1,522,084 | |
| 3 | C |
Citigroup Inc
|
1,269 | $177,609 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,966 | $162,470 | |
| 5 | BNS |
Bank Of Nova Scotia
|
400 | $34,736 | |
| 6 | BCS |
Barclays PLC
|
104 | $2,793 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
120 | $2,386 | |
| 8 | UBS |
UBS Group AG
|
38 | $1,883 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,084 | 4,650 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,387,552 | 4,717 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,593,700 | 4,946 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,534,566 | 4,865 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,393,597 | 4,807 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,139,173 | 4,644 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,113,213 | 4,644 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $863,471 | 4,095 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $833,513 | 4,121 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $720,879 | 3,599 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $612,189 | 3,599 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $522,652 | 3,604 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $522,275 | 3,591 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $511,336 | 3,924 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $527,415 | 3,933 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||