Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,006,860
+$298,085 QoQ
Shares Held
6,131
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#2,974
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026PUREfi Wealth, LLC holds $2,801,988 across 3 Banks - Diversified names. JPM ranks #1 (71.6% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,860 | 6,131 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,708,775 | 5,809 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,820,220 | 5,649 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,800,474 | 5,708 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,586,387 | 5,472 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,185,780 | 4,834 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,077,496 | 4,495 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||