Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$734,201
+$187,064 QoQ
Shares Held
2,243
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#3,953
of 5,058 holders
Holding Since
Jun 2025
5 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, 2026LifeGoal Investments, LLC holds $1,471,818 across 4 Banks - Diversified names. JPM ranks #1 (49.9% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,201 | 2,243 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $547,137 | 1,860 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $448,530 | 1,392 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $367,475 | 1,165 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $315,422 | 1,088 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||