Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$124,058
+$12,866 QoQ
Shares Held
379
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#4,965
of 5,058 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Robinswood Financial LLC holds $423,730 across 8 Banks - Diversified names. JPM ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
379 | $124,058 | |
| 2 | C |
Citigroup Inc
|
445 | $62,282 | |
| 3 | BAC |
Bank Of America Corp /De/
|
830 | $47,293 | |
| 4 | SAN |
Banco Santander, S.A.
|
3,376 | $46,588 | |
| 5 | UBS |
UBS Group AG
|
798 | $39,548 | |
| 6 | ING |
Ing Groep NV
|
1,259 | $39,507 | |
| 7 | BCS |
Barclays PLC
|
1,458 | $39,161 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
266 | $25,293 |
All Filings in JPM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,058 | 379 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $111,192 | 378 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $121,476 | 377 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $118,917 | 377 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $109,296 | 377 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $92,478 | 377 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $49,619 | 207 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $43,648 | 207 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $35,193 | 174 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $34,852 | 174 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $29,597 | 174 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $25,233 | 174 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $25,306 | 174 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||