Position in JPM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$2,744,662
+$298,134 QoQ
Shares Held
8,385
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#2,662
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, 2026Roxbury Financial LLC holds $5,485,004 across 8 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,385 | $2,744,662 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
28,926 | $2,390,444 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,695 | $155,986 | |
| 4 | RY |
Royal Bank Of Canada
|
444 | $91,894 | |
| 5 | ING |
Ing Groep NV
|
1,749 | $54,883 | |
| 6 | C |
Citigroup Inc
|
149 | $20,854 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
168 | $15,973 | |
| 8 | UBS |
UBS Group AG
|
208 | $10,308 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,744,662 | 8,385 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $2,446,528 | 8,317 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,581,304 | 8,011 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,517,131 | 7,980 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,314,931 | 7,985 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,022,253 | 8,244 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,944,527 | 8,112 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||