Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$285,104
+$28,891 QoQ
Shares Held
871
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#4,696
of 5,058 holders
Holding Since
Sep 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, 2026Generation Capital Management LLC holds $4,445,201 across 3 Banks - Diversified names. JPM ranks #3 (6.4% 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 | $285,104 | 871 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $256,213 | 871 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $280,653 | 871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $211,653 | 671 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||