Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$726,017
-$67,920 QoQ
Shares Held
2,218
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#3,965
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, 2026Copley Financial Group, Inc. holds $1,854,359 across 4 Banks - Diversified names. JPM ranks #1 (39.2% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,017 | 2,218 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $793,937 | 2,699 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $873,860 | 2,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $886,042 | 2,809 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $898,721 | 3,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $804,093 | 3,278 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $753,168 | 3,142 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $670,111 | 3,178 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||