Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$372,828
+$16,012 QoQ
Shares Held
1,139
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#4,522
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026Grantvest Financial Group LLC holds $619,017 across 2 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,139 | $372,828 | |
| 2 | C |
Citigroup Inc
|
1,759 | $246,189 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,828 | 1,139 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $356,816 | 1,213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $399,875 | 1,241 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $391,133 | 1,240 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $358,908 | 1,238 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $331,645 | 1,352 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $384,734 | 1,605 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||