Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,397,030
+$344,238 QoQ
Shares Held
10,378
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#2,446
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026HARMONY ASSET MANAGEMENT LLC holds $8,456,891 across 4 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,397,030 | 10,378 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,052,792 | 10,378 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,313,066 | 10,282 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,299,397 | 10,460 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,913,885 | 10,051 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,462,812 | 10,040 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,410,044 | 10,054 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,237,224 | 10,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,995,092 | 9,864 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,224,732 | 11,107 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,082,874 | 12,245 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||