Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,988,522
-$115,160 QoQ
Shares Held
9,130
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#2,571
of 5,048 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, 2026Sunpointe, LLC holds $8,125,970 across 10 Banks - Diversified names. JPM ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,130 | $2,988,522 | |
| 2 | BAC |
Bank Of America Corp /De/
|
30,312 | $1,727,177 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,790 | $1,222,245 | |
| 4 | C |
Citigroup Inc
|
3,771 | $527,789 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,965 | $377,031 | |
| 6 | RY |
Royal Bank Of Canada
|
1,494 | $309,213 | |
| 7 | UBS |
UBS Group AG
|
6,144 | $304,496 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,204 | $242,737 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,988,522 | 9,130 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,103,682 | 10,551 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,991,661 | 12,388 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $3,827,112 | 12,133 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,512,549 | 12,116 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $1,640,811 | 6,689 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,741,253 | 7,264 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,529,156 | 7,252 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,490,453 | 7,369 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,438,354 | 7,181 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $1,274,899 | 7,495 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||