Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,742,684
+$687,983 QoQ
Shares Held
14,489
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#2,154
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Purkiss Capital Advisors LLC holds $7,348,098 across 3 Banks - Diversified names. JPM ranks #1 (64.5% 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 | $4,742,684 | 14,489 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,054,701 | 13,784 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,272,314 | 13,259 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,144,434 | 13,139 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,792,312 | 13,081 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,743,925 | 11,186 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,114,721 | 8,822 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||