Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,659,869
+$643,409 QoQ
Shares Held
14,236
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#2,164
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, 2026Schear Investment Advisers, LLC holds $11,534,546 across 3 Banks - Diversified names. JPM ranks #2 (40.4% 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 | $4,659,869 | 14,236 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,016,460 | 13,654 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,373,814 | 13,574 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,236,540 | 13,431 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,875,516 | 13,368 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,283,340 | 13,385 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,082,670 | 12,860 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,560,683 | 12,144 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,075,996 | 10,264 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,885,423 | 9,413 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,229,652 | 7,229 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,042,113 | 7,186 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,093,272 | 7,517 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $644,382 | 4,945 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $665,404 | 4,962 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||