Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$765,624
+$90,233 QoQ
Shares Held
2,339
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,919
of 5,058 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, 2026REXFORD CAPITAL INC holds $5,148,638 across 7 Banks - Diversified names. JPM ranks #5 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
9,086 | $1,313,926 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,608 | $1,174,243 | |
| 3 | C |
Citigroup Inc
|
5,714 | $799,731 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,530 | $787,559 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
2,339 | $765,624 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,743 | $260,831 | |
| 7 | ING |
Ing Groep NV
|
1,489 | $46,724 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,624 | 2,339 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $675,391 | 2,296 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $680,206 | 2,111 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $690,160 | 2,188 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $624,756 | 2,155 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||