Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,478,876
+$236,639 QoQ
Shares Held
4,518
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#3,260
of 5,056 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, 2026Goldstein Advisors, LLC holds $3,071,685 across 5 Banks - Diversified names. JPM ranks #1 (48.1% 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 | $1,478,876 | 4,518 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,242,237 | 4,223 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,320,779 | 4,099 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,310,927 | 4,156 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,188,920 | 4,101 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,008,918 | 4,113 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,065,271 | 4,444 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $955,406 | 4,531 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $845,649 | 4,181 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $804,605 | 4,017 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $668,322 | 3,929 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $568,768 | 3,922 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $646,626 | 4,446 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $577,664 | 4,433 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $519,101 | 3,871 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||