Mission Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2113810 HONOLULU, HI

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$973,806

+$238,152 QoQ

Shares Held

2,975

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#3,673

of 5,057 holders

Holding Since

Dec 2021

3 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

Mission Financial Group, LLC holds $1,776,905 across 4 Banks - Diversified names. JPM ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,975	$973,806
2	BAC	Bank Of America Corp /De/	5,765	$328,489
3	WFC	Wells Fargo & Company/Mn	3,096	$255,853
4	C	Citigroup Inc	1,563	$218,757

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$973,806	2,975	-0.8%	Shares	Sole	2026-08-13
2025-03-31	$735,654	2,999	+4.5%	Shares	Sole	2026-05-12
2021-12-31	$454,464	2,870	—	Shares	Sole	2026-03-25
No filing history on record for this holder in this stock.