Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,630,096
+$184,450 QoQ
Shares Held
8,035
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#2,718
of 5,058 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, 2026RFG - Bristol Wealth Advisors, LLC holds $4,134,520 across 3 Banks - Diversified names. JPM ranks #1 (63.6% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,630,096 | 8,035 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,445,646 | 8,314 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,732,103 | 8,479 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,845,265 | 5,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,672,780 | 5,770 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,403,851 | 5,723 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,333,506 | 5,563 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||