Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,683,096
+$647,522 QoQ
Shares Held
20,417
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,826
of 5,056 holders
Holding Since
Dec 2025
3 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, 2026SHERMAN PORFOLIOS, LLC holds $14,264,169 across 2 Banks - Diversified names. JPM ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
54,166 | $7,581,073 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
20,417 | $6,683,096 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,683,096 | 20,417 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,035,574 | 20,518 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,168,901 | 19,145 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||