Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$185,268
New position
Shares Held
566
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#4,940
of 5,056 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, 2026Downshift Financial, LLC holds $332,533 across 10 Banks - Diversified names. JPM ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
566 | $185,268 | |
| 2 | C |
Citigroup Inc
|
497 | $69,560 | |
| 3 | BAC |
Bank Of America Corp /De/
|
786 | $44,786 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
188 | $15,536 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
108 | $10,269 | |
| 6 | BCS |
Barclays PLC
|
86 | $2,309 | |
| 7 | UBS |
UBS Group AG
|
39 | $1,932 | |
| 8 | TD |
Toronto Dominion Bank
|
12 | $1,457 |
All Filings in JPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,268 | 566 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||