Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$213,746
New position
Shares Held
653
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#4,891
of 5,058 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Regatta Research & Money Management holds $329,488 across 4 Banks - Diversified names. JPM ranks #1 (64.9% of the industry book) .
All Filings in JPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,746 | 653 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||