Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,097,523
+$405,959 QoQ
Shares Held
9,463
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#2,541
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, 2026Kapstone Financial Advisors LLC holds $4,255,406 across 4 Banks - Diversified names. JPM ranks #1 (72.8% 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 | $3,097,523 | 9,463 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,691,564 | 9,150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,856,158 | 8,864 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,816,789 | 8,930 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,697,902 | 9,306 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,287,667 | 9,326 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,258,787 | 9,423 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,059,680 | 9,768 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,890,321 | 9,346 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,826,535 | 9,119 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,497,900 | 8,806 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,098,294 | 14,469 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,231,731 | 8,469 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,154,546 | 8,860 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,241,766 | 9,260 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||