Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,798,023
+$157,199 QoQ
Shares Held
5,493
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#3,063
of 5,058 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $7,877,832 across 4 Banks - Diversified names. JPM ranks #3 (22.8% 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 | $1,798,023 | 5,493 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,640,824 | 5,578 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,691,010 | 5,248 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,673,356 | 5,305 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,539,712 | 5,311 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,295,674 | 5,282 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,211,254 | 5,053 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,055,354 | 5,005 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,004,625 | 4,967 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $958,235 | 4,784 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $813,418 | 4,782 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $751,928 | 5,185 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $754,688 | 5,189 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $739,639 | 5,676 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $664,063 | 4,952 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||