Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,407
+$25,963 QoQ
Shares Held
765
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#4,793
of 5,058 holders
Holding Since
Jun 2025
5 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, 2026OFC FINANCIAL PLANNING, LLC holds $1,529,921 across 2 Banks - Diversified names. JPM ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
9,142 | $1,279,514 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
765 | $250,407 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,407 | 765 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $224,444 | 763 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $250,364 | 777 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $245,089 | 777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,449 | 788 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||