Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,135,814
+$817,396 QoQ
Shares Held
12,635
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#2,268
of 5,057 holders
Holding Since
Dec 2025
3 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, 2026LFG Wealth Partners, LLC holds $4,135,814 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
|
12,635 | $4,135,814 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135,814 | 12,635 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,318,418 | 11,281 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $3,176,766 | 9,859 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||