Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,058,578
+$208,606 QoQ
Shares Held
6,289
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,943
of 5,058 holders
Holding Since
Mar 2024
10 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,743,148 across 5 Banks - Diversified names. JPM ranks #1 (43.4% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,578 | 6,289 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,849,972 | 6,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,026,441 | 6,289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,999,510 | 6,339 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,843,537 | 6,359 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,578,260 | 6,434 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,542,294 | 6,434 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,377,759 | 6,534 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,321,566 | 6,534 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,308,760 | 6,534 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||