Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$106,382
+$10,780 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#4,974
of 5,058 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, 2026Midwest Capital Advisors, LLC holds $158,322 across 3 Banks - Diversified names. JPM ranks #1 (67.2% 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 | $106,382 | 325 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $95,602 | 325 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,888 | 130 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $56,777 | 180 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $52,183 | 180 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $44,154 | 180 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $43,147 | 180 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||