Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,747,791
+$2,416,779 QoQ
Shares Held
72,550
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#911
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, 2026FourThought Financial Partners, LLC holds $26,269,568 across 4 Banks - Diversified names. JPM ranks #1 (90.4% of the industry book) .
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,747,791 | 72,550 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,331,012 | 72,515 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,289,094 | 72,277 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,862,050 | 72,479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,527,846 | 74,257 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,590,551 | 75,787 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,693,304 | 77,983 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,718,245 | 79,286 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,321,775 | 80,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,208,876 | 80,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,611,742 | 80,022 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,758,801 | 81,084 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,815,545 | 81,240 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,471,711 | 80,360 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,767,323 | 65,379 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||