Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$951,875
+$96,458 QoQ
Shares Held
2,908
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#3,698
of 5,058 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $2,628,124 across 3 Banks - Diversified names. JPM ranks #1 (36.2% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,875 | 2,908 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $855,417 | 2,908 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $937,015 | 2,908 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $920,424 | 2,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $905,388 | 3,123 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $789,375 | 3,218 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $910,658 | 3,799 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $805,274 | 3,819 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $772,430 | 3,819 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $764,945 | 3,819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $634,302 | 3,729 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $540,779 | 3,729 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $536,673 | 3,690 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $473,676 | 3,635 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||