Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$25,251,217
+$2,944,771 QoQ
Shares Held
77,143
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#876
of 5,058 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $91,501,846 across 18 Banks - Diversified names. JPM ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
77,143 | $25,251,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
169,796 | $9,674,975 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
79,278 | $7,538,544 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
41,221 | $5,960,968 | |
| 5 | C |
Citigroup Inc
|
39,555 | $5,536,117 | |
| 6 | RY |
Royal Bank Of Canada
|
22,798 | $4,718,501 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
205,851 | $4,094,375 | |
| 8 | SAN |
Banco Santander, S.A.
|
283,998 | $3,919,172 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,251,217 | 77,143 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $22,306,446 | 75,831 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $25,732,166 | 79,859 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $22,430,227 | 71,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,247,124 | 66,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,371,724 | 62,665 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,811,920 | 61,791 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,558,501 | 54,816 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,480,101 | 51,815 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,049,353 | 45,179 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,689,692 | 39,328 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,299,117 | 29,645 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,224,450 | 29,046 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,757,619 | 28,836 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||