Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,784,207
+$1,196,801 QoQ
Shares Held
36,001
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#1,325
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, 2026CVFG LLC holds $13,205,497 across 3 Banks - Diversified names. JPM ranks #1 (89.2% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,784,207 | 36,001 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,587,406 | 35,992 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $652,495 | 2,025 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $598,370 | 1,897 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $520,678 | 1,796 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $464,843 | 1,895 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $465,996 | 1,944 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||