Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,796,011
+$820,451 QoQ
Shares Held
26,872
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,582
of 5,056 holders
Holding Since
Sep 2024
8 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, 2026Diversified Enterprises, LLC holds $15,179,703 across 9 Banks - Diversified names. JPM ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,872 | $8,796,011 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,851 | $1,814,869 | |
| 3 | C |
Citigroup Inc
|
10,888 | $1,523,884 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,565 | $949,364 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,593 | $792,765 | |
| 6 | BCS |
Barclays PLC
|
21,058 | $565,617 | |
| 7 | ING |
Ing Groep NV
|
9,184 | $288,193 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,474 | $235,252 |
All Filings in JPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,796,011 | 26,872 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,975,560 | 27,113 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,904,871 | 27,636 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,952,077 | 22,040 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,294,815 | 21,713 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,389,486 | 21,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,168,247 | 13,217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,427,842 | 11,514 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||