Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,525,330
+$606,681 QoQ
Shares Held
16,880
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,009
of 5,058 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $28,009,811 across 4 Banks - Diversified names. JPM ranks #3 (19.7% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,525,330 | 16,880 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,918,649 | 16,721 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,972,992 | 18,537 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $5,466,717 | 17,331 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,167,935 | 17,826 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $3,849,738 | 15,694 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,082,980 | 17,033 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $4,078,454 | 19,342 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $4,595,953 | 22,723 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $4,828,031 | 24,104 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $4,543,541 | 26,711 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $3,722,228 | 25,667 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $3,886,302 | 26,721 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $3,482,013 | 26,721 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||