Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,484,755
+$354,011 QoQ
Shares Held
10,646
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#2,420
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $4,349,177 across 8 Banks - Diversified names. JPM ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,646 | $3,484,755 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,192 | $409,800 | |
| 3 | UBS |
UBS Group AG
|
4,894 | $242,546 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,082 | $89,416 | |
| 5 | C |
Citigroup Inc
|
546 | $76,418 | |
| 6 | TD |
Toronto Dominion Bank
|
238 | $28,900 | |
| 7 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
49 | $8,658 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,484,755 | 10,646 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,130,744 | 10,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,397,487 | 10,544 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,325,578 | 10,543 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,817,635 | 9,719 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,383,089 | 9,715 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,327,823 | 9,711 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,924,940 | 9,129 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,845,824 | 9,126 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,826,936 | 9,121 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,567,301 | 9,214 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,328,093 | 9,158 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $1,334,412 | 9,175 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $1,194,942 | 9,170 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $1,229,160 | 9,166 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $977,493 | 9,354 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $606,855 | 5,389 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $734,628 | 5,389 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $796,658 | 5,031 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $823,524 | 5,031 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $754,369 | 4,850 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $4,953 | 753,995 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $518,826 | 4,083 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $360,049 | 3,740 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $336,922 | 3,582 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $322,487 | 3,582 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||