Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$873,316
+$62,023 QoQ
Shares Held
2,668
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#3,789
of 5,058 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $1,746,850 across 3 Banks - Diversified names. JPM ranks #1 (50.0% 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 | $873,316 | 2,668 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $811,293 | 2,758 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $888,682 | 2,758 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $953,860 | 3,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $877,557 | 3,027 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $749,882 | 3,057 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||