Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,798,351
+$160,469 QoQ
Shares Held
5,494
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#3,062
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, 2026Baring Financial LLC holds $2,253,757 across 3 Banks - Diversified names. JPM ranks #1 (79.8% 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 | $1,798,351 | 5,494 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,637,882 | 5,568 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,794,443 | 5,569 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,731,710 | 5,490 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,598,563 | 5,514 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,362,886 | 5,556 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $1,342,136 | 5,599 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||