Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,038,576
+$3,707,803 QoQ
Shares Held
21,503
+89.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,773
of 5,058 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $8,716,464 across 6 Banks - Diversified names. JPM ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
21,503 | $7,038,576 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,487 | $536,085 | |
| 3 | RY |
Royal Bank Of Canada
|
1,742 | $360,541 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,042 | $344,273 | |
| 5 | UBS |
UBS Group AG
|
4,660 | $230,949 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,359 | $206,040 |
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,038,576 | 21,503 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,330,773 | 11,323 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,985,387 | 15,472 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,791,381 | 15,190 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,488,096 | 15,481 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,791,847 | 15,458 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,583,664 | 14,950 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,087,622 | 14,643 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,642,931 | 13,067 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||