Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,304,410
+$427,814 QoQ
Shares Held
3,985
+33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#3,372
of 5,058 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avail Investment Partners, LLC holds $2,876,672 across 6 Banks - Diversified names. JPM ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,985 | $1,304,410 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,082 | $460,512 | |
| 3 | C |
Citigroup Inc
|
2,934 | $410,642 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,394 | $280,480 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,457 | $210,696 | |
| 6 | ING |
Ing Groep NV
|
6,690 | $209,932 |
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,304,410 | 3,985 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $876,596 | 2,980 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||