Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,040,575
+$143,832 QoQ
Shares Held
6,234
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#2,952
of 5,056 holders
Holding Since
Jun 2023
12 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, 2026Kingdom Financial Group LLC. holds $2,129,579 across 8 Banks - Diversified names. JPM ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,234 | $2,040,575 | |
| 2 | BAC |
Bank Of America Corp /De/
|
689 | $39,259 | |
| 3 | C |
Citigroup Inc
|
153 | $21,413 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
215 | $17,767 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
72 | $10,411 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
1 | $95 | |
| 7 | UBS |
UBS Group AG
|
1 | $49 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
0 | $10 |
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,040,575 | 6,234 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,896,743 | 6,448 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,359,939 | 7,324 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,471,165 | 4,664 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $624,466 | 2,154 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $286,213 | 1,194 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $250,501 | 1,188 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,093 | 1,192 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $242,162 | 1,209 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $627,839 | 3,691 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $535,123 | 3,690 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $496,968 | 3,417 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||