Three Bearings Fiduciary Advisors, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2140230
HAMPTON, NH
Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$22,913
+$2,322 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#5,033
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Three Bearings Fiduciary Advisors, Inc. holds $845,983 across 6 Banks - Diversified names. JPM ranks #2 (2.7% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,913 | 70 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $20,591 | 70 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $22,555 | 70 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||