Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$489,685
+$94,334 QoQ
Shares Held
1,496
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#4,301
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vantage Point Financial LLC holds $732,095 across 2 Banks - Diversified names. JPM ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,496 | $489,685 | |
| 2 | C |
Citigroup Inc
|
1,732 | $242,410 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,685 | 1,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $395,351 | 1,344 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $566,784 | 1,759 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $449,803 | 1,426 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $413,701 | 1,427 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $335,325 | 1,367 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $256,969 | 1,072 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||