Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$891,974
+$132,748 QoQ
Shares Held
2,725
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#3,765
of 5,057 holders
Holding Since
Dec 2024
7 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, 2026Prospect Financial Group LLC holds $1,420,812 across 3 Banks - Diversified names. JPM ranks #1 (62.8% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,974 | 2,725 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $759,226 | 2,581 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $833,583 | 2,587 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $815,386 | 2,585 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $749,417 | 2,585 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $638,761 | 2,604 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $639,066 | 2,666 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||