Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$245,497
+$31,937 QoQ
Shares Held
750
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#4,803
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, 2026Navigoe, LLC holds $271,400 across 7 Banks - Diversified names. JPM ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
750 | $245,497 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132 | $7,521 | |
| 3 | C |
Citigroup Inc
|
50 | $6,998 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
243 | $6,089 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18 | $2,602 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
29 | $2,396 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
5 | $297 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,497 | 750 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $213,560 | 726 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $233,931 | 726 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $229,002 | 726 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $206,126 | 711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,408 | 711 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $192,007 | 801 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||