Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$161,701
+$15,504 QoQ
Shares Held
494
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#4,949
of 5,058 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $479,842 across 12 Banks - Diversified names. JPM ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
4,365 | $248,717 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
494 | $161,701 | |
| 3 | C |
Citigroup Inc
|
113 | $15,815 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
161 | $13,305 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
88 | $8,367 | |
| 6 | BCS |
Barclays PLC
|
287 | $7,708 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
255 | $6,012 | |
| 8 | SAN |
Banco Santander, S.A.
|
386 | $5,326 |
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,701 | 494 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $146,197 | 497 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||