Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,759,726
+$197,737 QoQ
Shares Held
5,376
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#3,087
of 5,056 holders
Holding Since
Dec 2024
7 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, 2026Unified Investment Management holds $2,618,660 across 2 Banks - Diversified names. JPM ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,376 | $1,759,726 | |
| 2 | C |
Citigroup Inc
|
6,137 | $858,934 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,759,726 | 5,376 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,561,989 | 5,310 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,801,854 | 5,592 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,777,448 | 5,635 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,666,402 | 5,748 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,360,188 | 5,545 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,613,727 | 6,732 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||