Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$587,557
+$76,896 QoQ
Shares Held
1,795
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#4,151
of 5,058 holders
Holding Since
Mar 2025
6 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, 2026Warburton Capital Management, LLC holds $1,755,100 across 3 Banks - Diversified names. JPM ranks #2 (33.5% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,557 | 1,795 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $510,661 | 1,736 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $495,896 | 1,539 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $449,487 | 1,425 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $397,176 | 1,370 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $273,509 | 1,115 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||