Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,481,440
+$959,919 QoQ
Shares Held
28,966
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#1,519
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFC Advisors LLC holds $12,497,105 across 4 Banks - Diversified names. JPM ranks #1 (75.9% 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 | $9,481,440 | 28,966 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,521,521 | 28,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,179,081 | 28,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,837,086 | 28,016 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,547,215 | 36,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,550,176 | 34,856 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,318,656 | 34,703 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||