Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,578,378
+$568,089 QoQ
Shares Held
7,877
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,738
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $7,366,870 across 4 Banks - Diversified names. JPM ranks #1 (35.0% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,578,378 | 7,877 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,010,289 | 6,834 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,296,330 | 16,437 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,315,713 | 13,682 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,735,490 | 12,885 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,419,393 | 9,863 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,455,279 | 6,071 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,321,037 | 6,265 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $970,848 | 4,800 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $827,839 | 4,133 | Shares | Sole | 2025-01-10 | |
| 2023-12-31 | $653,864 | 3,844 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||