Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,358,412
+$18,958 QoQ
Shares Held
7,205
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,825
of 5,058 holders
Holding Since
Jun 2024
4 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, 2026Elser Financial Planning, Inc holds $2,358,412 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,205 | $2,358,412 |
All Filings in JPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,358,412 | 7,205 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,339,454 | 7,953 | Shares | Sole | 2026-04-16 | |
| 2024-12-31 | $1,340,458 | 5,592 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $1,086,945 | 5,374 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||