Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,566
+$22,655 QoQ
Shares Held
683
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#4,862
of 5,056 holders
Holding Since
Jun 2025
4 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, 2026Michels Family Financial, LLC holds $2,394,237 across 3 Banks - Diversified names. JPM ranks #3 (9.3% of the industry book) .
All Filings in JPM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,566 | 683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $200,911 | 683 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $222,976 | 692 | Shares | Sole | 2026-02-19 | |
| 2025-06-30 | $202,937 | 700 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||