Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,190,069
+$1,085,542 QoQ
Shares Held
49,461
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,127
of 5,056 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $32,181,891 across 11 Banks - Diversified names. JPM ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,461 | $16,190,069 | |
| 2 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
144,321 | $3,616,684 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,989 | $3,613,659 | |
| 4 | BAC |
Bank Of America Corp /De/
|
47,454 | $2,703,928 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,821 | $2,381,767 | |
| 6 | C |
Citigroup Inc
|
11,442 | $1,601,422 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
4,762 | $841,445 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,369 | $387,435 |
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,190,069 | 49,461 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,104,527 | 51,348 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,847,878 | 39,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,887,829 | 75,731 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,518,001 | 63,875 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,615,552 | 63,659 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||