Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,215,696
+$160,401 QoQ
Shares Held
6,769
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#2,880
of 5,056 holders
Holding Since
Jun 2024
9 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, 2026Symphony Financial Services, Inc. holds $2,505,340 across 2 Banks - Diversified names. JPM ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,769 | $2,215,696 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
3,046 | $289,644 |
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,215,696 | 6,769 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,055,295 | 6,987 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,064,785 | 6,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,020,329 | 6,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,867,020 | 6,440 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,572,127 | 6,409 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,555,238 | 6,488 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,366,583 | 6,481 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,329,859 | 6,575 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||