Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,664,145
+$222,173 QoQ
Shares Held
5,084
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#3,138
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026BLALOCK WILLIAMS, LLC holds $2,985,714 across 4 Banks - Diversified names. JPM ranks #1 (55.7% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,145 | 5,084 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,441,972 | 4,902 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,585,644 | 4,921 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,541,190 | 4,886 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $1,355,909 | 4,677 | Shares | Defined | 2025-11-06 | |
| 2025-03-31 | $1,038,845 | 4,235 | Shares | Defined | 2025-11-06 | |
| 2024-12-31 | $1,015,411 | 4,236 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||