Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$459,571
+$42,453 QoQ
Shares Held
1,404
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#4,350
of 5,048 holders
Holding Since
Jun 2024
9 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, 2026Williams & Novak, LLC holds $786,654 across 2 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,404 | $459,571 | |
| 2 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
13,052 | $327,083 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,571 | 1,404 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $417,118 | 1,418 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $415,663 | 1,290 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $378,200 | 1,199 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $345,862 | 1,193 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $317,172 | 1,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,637 | 1,250 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $507,961 | 2,409 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $487,244 | 2,409 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||