Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,480,186
+$405,032 QoQ
Shares Held
4,522
+23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,261
of 5,058 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $3,312,435 across 3 Banks - Diversified names. JPM ranks #2 (44.7% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,186 | 4,522 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,075,154 | 3,655 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,653,310 | 5,131 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,076,073 | 9,752 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,769,800 | 9,554 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,211,291 | 4,938 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||