Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,208,502
+$175,707 QoQ
Shares Held
3,692
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,451
of 5,056 holders
Holding Since
Dec 2025
3 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, 2026NORTHBRIDGE FINANCIAL GROUP, LLC holds $2,771,915 across 3 Banks - Diversified names. JPM ranks #1 (43.6% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,502 | 3,692 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,032,795 | 3,511 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,139,047 | 3,535 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||