Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$624,218
+$85,906 QoQ
Shares Held
1,907
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#4,087
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, 2026Southern Financial Group, LLC holds $2,267,348 across 3 Banks - Diversified names. JPM ranks #2 (27.5% 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 | $624,218 | 1,907 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $538,312 | 1,830 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $585,473 | 1,817 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||