Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,159,396
-$1,857,064 QoQ
Shares Held
6,597
-51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,904
of 5,058 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VEGA INVESTMENT SOLUTIONS holds $3,763,041 across 4 Banks - Diversified names. JPM ranks #1 (57.4% 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 | $2,159,396 | 6,597 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,016,460 | 13,654 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,131,997 | 15,927 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $4,023,370 | 13,878 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,760,115 | 11,252 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,600,134 | 10,847 | Shares | Defined | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||