PFG Investments, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1973224 WOODBURY, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$23,830,933

+$2,974,695 QoQ

Shares Held

72,804

+2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#906

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. JPM ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	72,804	$23,830,933
2	BAC	Bank Of America Corp /De/	143,817	$8,194,692
3	C	Citigroup Inc	33,084	$4,630,436
4	WFC	Wells Fargo & Company/Mn	19,094	$1,577,928
5	BNY	Bank of New York Mellon Corp	6,222	$899,763
6	BMO	Bank Of Montreal /Can/	1,707	$301,626
7	TD	Toronto Dominion Bank	2,333	$283,296
8	RY	Royal Bank Of Canada	1,336	$276,511

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,830,933	72,804	+2.7%	Shares	Sole	2026-07-23
2026-03-31	$20,856,238	70,901	+4.0%	Shares	Sole	2026-04-27
2025-12-31	$21,958,970	68,149	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$21,302,249	67,534	-0.0%	Shares	Sole	2025-10-31
2025-06-30	$19,587,479	67,564	-1.4%	Shares	Sole	2025-07-18
2025-03-31	$16,813,107	68,541	-2.1%	Shares	Sole	2025-04-22
2024-12-31	$16,776,583	69,987	-0.2%	Shares	Sole	2025-01-22
2024-09-30	$14,783,605	70,111	+1.1%	Shares	Sole	2024-10-24
2024-06-30	$14,032,394	69,378	-0.6%	Shares	Sole	2024-08-07
2024-03-31	$13,977,133	69,781	+184.1%	Shares	Sole	2024-04-22
2023-12-31	$4,177,996	24,562	+1.8%	Shares	Sole	2024-01-17
2023-09-30	$3,498,752	24,126	+11.3%	Shares	Sole	2023-11-06
2023-06-30	$3,151,248	21,667	+18.5%	Shares	Sole	2023-08-03
2023-03-31	$2,381,936	18,279	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.