Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,422,896
+$436,728 QoQ
Shares Held
7,402
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#2,801
of 5,057 holders
Holding Since
Dec 2024
4 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, 2026Thompson David Blair holds $3,650,961 across 3 Banks - Diversified names. JPM ranks #1 (66.4% of the industry book) .
All Filings in JPM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,422,896 | 7,402 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,986,168 | 6,752 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,509,620 | 10,892 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $1,663,587 | 6,940 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||