Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,234,654
+$867,705 QoQ
Shares Held
19,047
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#1,887
of 5,057 holders
Holding Since
Mar 2025
6 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, 2026Wills Financial Group LLC holds $6,460,129 across 2 Banks - Diversified names. JPM ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,047 | $6,234,654 | |
| 2 | C |
Citigroup Inc
|
1,611 | $225,475 |
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,234,654 | 19,047 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,366,949 | 18,245 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,393,962 | 16,740 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,304,270 | 16,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,899,768 | 16,901 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,131,097 | 16,841 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||