Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,563,975
+$578,690 QoQ
Shares Held
7,833
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#2,741
of 5,056 holders
Holding Since
Jun 2025
5 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, 2026BRIAN LOW FINANCIAL GROUP, LLC holds $4,587,096 across 2 Banks - Diversified names. JPM ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,833 | $2,563,975 | |
| 2 | C |
Citigroup Inc
|
14,455 | $2,023,121 |
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,563,975 | 7,833 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,985,285 | 6,749 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,549,575 | 11,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,235,996 | 10,259 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,677,318 | 9,235 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||