Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$524,709
+$74,939 QoQ
Shares Held
1,603
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#4,241
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, 2026Lighthouse Financial LLC holds $899,102 across 2 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,603 | $524,709 | |
| 2 | C |
Citigroup Inc
|
2,675 | $374,393 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,709 | 1,603 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,770 | 1,529 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $483,974 | 1,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $462,735 | 1,467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $422,398 | 1,457 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $357,402 | 1,457 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $347,339 | 1,449 | Shares | Sole | 2025-03-11 | |
| No filing history on record for this holder in this stock. | ||||||