Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$272,011
+$34,330 QoQ
Shares Held
831
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#4,738
of 5,058 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, 2026DecisionPoint Financial, LLC holds $317,956 across 8 Banks - Diversified names. JPM ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
831 | $272,011 | |
| 2 | BAC |
Bank Of America Corp /De/
|
358 | $20,398 | |
| 3 | BCS |
Barclays PLC
|
400 | $10,744 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
52 | $5,980 | |
| 5 | C |
Citigroup Inc
|
25 | $3,499 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
42 | $3,470 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
12 | $1,735 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
2 | $119 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,011 | 831 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $237,681 | 808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $260,353 | 808 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $199,982 | 634 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $183,802 | 634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $149,633 | 610 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $146,223 | 610 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $128,624 | 610 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $123,378 | 610 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $122,183 | 610 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $103,761 | 610 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $90,202 | 622 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $88,718 | 610 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $82,486 | 633 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $81,801 | 610 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||