Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$241,569
+$24,479 QoQ
Shares Held
738
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#4,816
of 5,058 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $633,432 across 7 Banks - Diversified names. JPM ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
738 | $241,569 | |
| 2 | ING |
Ing Groep NV
|
6,995 | $219,503 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,607 | $91,566 | |
| 4 | BCS |
Barclays PLC
|
1,232 | $33,091 | |
| 5 | C |
Citigroup Inc
|
186 | $26,032 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
87 | $12,581 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
110 | $9,090 |
All Filings in JPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,569 | 738 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $217,090 | 738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $346,386 | 1,075 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $324,892 | 1,030 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||