Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,958,413
+$342,887 QoQ
Shares Held
5,983
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#2,992
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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $3,915,300 across 10 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,983 | $1,958,413 | |
| 2 | C |
Citigroup Inc
|
4,701 | $657,951 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,815 | $407,077 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,528 | $314,985 | |
| 5 | TD |
Toronto Dominion Bank
|
927 | $112,565 | |
| 6 | SAN |
Banco Santander, S.A.
|
7,512 | $103,665 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
4,246 | $100,120 | |
| 8 | RY |
Royal Bank Of Canada
|
479 | $99,138 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,958,413 | 5,983 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,615,526 | 5,492 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,650,409 | 5,314 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,649,697 | 5,230 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,466,944 | 5,060 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,208,101 | 4,925 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,187,762 | 4,955 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,122,405 | 5,323 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,034,558 | 5,115 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,088,828 | 5,436 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $835,870 | 4,914 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||