Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,991,086
+$1,655,331 QoQ
Shares Held
33,578
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,375
of 5,048 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $19,072,214 across 6 Banks - Diversified names. JPM ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
33,578 | $10,991,086 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
47,945 | $3,962,174 | |
| 3 | BAC |
Bank Of America Corp /De/
|
50,592 | $2,882,732 | |
| 4 | C |
Citigroup Inc
|
4,502 | $630,099 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,393 | $322,640 | |
| 6 | UBS |
UBS Group AG
|
5,720 | $283,483 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,991,086 | 33,578 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,335,755 | 31,737 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,601,038 | 32,900 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,169,778 | 32,241 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $9,126,366 | 31,480 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,578,386 | 34,971 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,326,806 | 34,737 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,199,392 | 34,143 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,918,707 | 34,207 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,547,005 | 32,686 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $4,970,415 | 34,274 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $4,924,016 | 33,856 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $4,596,294 | 35,272 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $4,749,419 | 35,417 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $3,735,561 | 35,747 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $4,078,959 | 36,222 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $4,933,829 | 36,193 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $20,625,404 | 130,252 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $20,612,172 | 125,922 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $19,446,544 | 125,026 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $18,972,272 | 124,629 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $4,304,115 | 33,872 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $3,062,926 | 31,816 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $2,881,528 | 30,635 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $2,790,029 | 30,990 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||