HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2026645
NEW LONDON, NH
Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,769,204
+$255,463 QoQ
Shares Held
11,515
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#2,344
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $7,099,931 across 7 Banks - Diversified names. JPM ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,515 | $3,769,204 | |
| 2 | BNS |
Bank Of Nova Scotia
|
24,310 | $2,111,080 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,069 | $1,029,571 | |
| 4 | C |
Citigroup Inc
|
1,131 | $158,294 | |
| 5 | RY |
Royal Bank Of Canada
|
53 | $10,969 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
112 | $10,650 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
511 | $10,163 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,769,204 | 11,515 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,513,741 | 11,945 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,858,584 | 11,975 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,997,444 | 12,673 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,949,733 | 13,624 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,400,103 | 13,861 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,449,426 | 14,390 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||