Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$679,209
+$92,654 QoQ
Shares Held
2,075
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#4,018
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, 2026Bauman Advisory Group, LLC holds $1,453,047 across 2 Banks - Diversified names. JPM ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
5,529 | $773,838 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,075 | $679,209 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,209 | 2,075 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $586,555 | 1,994 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $720,806 | 2,237 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||