Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,178,708
+$1,263,283 QoQ
Shares Held
6,656
+113.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,893
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Golden Reserve Retirement LLC holds $4,869,959 across 4 Banks - Diversified names. JPM ranks #1 (44.7% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,708 | 6,656 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $915,425 | 3,112 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,208,325 | 3,750 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||