Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,376,729
+$1,496,903 QoQ
Shares Held
13,371
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#2,225
of 5,056 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $11,074,530 across 12 Banks - Diversified names. JPM ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,371 | $4,376,729 | |
| 2 | BAC |
Bank Of America Corp /De/
|
25,895 | $1,475,497 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,969 | $989,118 | |
| 4 | C |
Citigroup Inc
|
6,424 | $899,103 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
29,776 | $702,118 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,282 | $692,445 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,316 | $479,526 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,831 | $371,664 |
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,376,729 | 13,371 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,879,826 | 9,790 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,022,916 | 12,485 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||