Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,765,945
+$770,802 QoQ
Shares Held
5,395
+59.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#3,083
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026FOUNDERS GROVE WEALTH PARTNERS, LLC holds $3,574,905 across 6 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,395 | $1,765,945 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,067 | $744,557 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,388 | $322,164 | |
| 4 | C |
Citigroup Inc
|
2,138 | $299,234 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,376 | $278,992 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,885 | $164,013 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,945 | 5,395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $995,143 | 3,383 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,075,892 | 3,339 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $945,028 | 2,996 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $785,946 | 2,711 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $589,210 | 2,402 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $575,783 | 2,402 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||