Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$560,716
New position
Shares Held
1,713
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#4,182
of 5,058 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BDFS Capital LLC holds $1,547,434 across 2 Banks - Diversified names. JPM ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
7,050 | $986,718 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
1,713 | $560,716 |
All Filings in JPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,716 | 1,713 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||