Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,029,780
+$103,765 QoQ
Shares Held
3,146
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#3,615
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, 2026Atala Financial Inc holds $2,409,524 across 4 Banks - Diversified names. JPM ranks #1 (42.7% 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 | $1,029,780 | 3,146 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $926,015 | 3,148 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $995,015 | 3,088 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $974,047 | 3,088 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $895,242 | 3,088 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $757,486 | 3,088 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $742,381 | 3,097 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||