Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,102,426
-$399,398 QoQ
Shares Held
12,533
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#2,276
of 5,058 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, 2026FOCUSED ALPHA, LLC holds $7,797,460 across 6 Banks - Diversified names. JPM ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,533 | $4,102,426 | |
| 2 | C |
Citigroup Inc
|
13,321 | $1,864,407 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,318 | $769,035 | |
| 4 | UBS |
UBS Group AG
|
8,892 | $440,687 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,025 | $382,737 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,882 | $238,168 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,102,426 | 12,533 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,501,824 | 15,304 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,032,602 | 18,722 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||