Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,062,185
+$124,992 QoQ
Shares Held
3,245
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3,589
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, 2026AMERIFLEX GROUP, INC. holds $1,637,484 across 13 Banks - Diversified names. JPM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,245 | $1,062,185 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,160 | $294,016 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,763 | $145,694 | |
| 4 | C |
Citigroup Inc
|
522 | $73,059 | |
| 5 | BCS |
Barclays PLC
|
514 | $13,806 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
385 | $9,648 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
162 | $9,639 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
419 | $8,333 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,185 | 3,245 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $937,193 | 3,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,121,647 | 3,481 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,989,101 | 6,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,629,294 | 5,620 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,839,504 | 7,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,176,496 | 4,908 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||