Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,293,784
+$2,302,821 QoQ
Shares Held
71,163
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
#924
of 5,056 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, 2026DSG Capital Advisors, LLC holds $38,439,349 across 3 Banks - Diversified names. JPM ranks #1 (60.6% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,293,784 | 71,163 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,990,963 | 71,359 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $23,003,608 | 71,391 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $22,168,735 | 70,281 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,894,493 | 68,623 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $16,488,575 | 67,218 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,021,736 | 66,838 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||