Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,074,297
-$180,589 QoQ
Shares Held
3,282
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#3,575
of 5,056 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, 2026MAINSAIL ASSET MANAGEMENT, LLC holds $2,268,834 across 5 Banks - Diversified names. JPM ranks #1 (47.4% 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 | $1,074,297 | 3,282 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,254,886 | 4,266 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $724,995 | 2,250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,214,090 | 3,849 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $436,894 | 1,507 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $367,459 | 1,498 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $334,155 | 1,394 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $293,938 | 1,394 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $281,950 | 1,394 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $279,218 | 1,394 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $237,119 | 1,394 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||