Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,263,404
+$1,927,511 QoQ
Shares Held
43,575
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,192
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $26,614,552 across 9 Banks - Diversified names. JPM ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
43,575 | $14,263,404 | |
| 2 | BAC |
Bank Of America Corp /De/
|
102,532 | $5,842,273 | |
| 3 | C |
Citigroup Inc
|
17,061 | $2,387,857 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,711 | $2,042,117 | |
| 5 | SAN |
Banco Santander, S.A.
|
46,320 | $639,216 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,085 | $469,775 | |
| 7 | RY |
Royal Bank Of Canada
|
1,635 | $338,395 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,302 | $332,892 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,263,404 | 43,575 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,335,893 | 41,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,651,192 | 48,573 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $14,224,631 | 45,096 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $12,925,347 | 44,584 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $11,098,843 | 45,246 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $11,044,877 | 46,076 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $9,159,969 | 43,441 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $7,868,925 | 38,905 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $7,980,753 | 39,844 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $5,786,291 | 34,017 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $4,814,228 | 33,197 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $4,032,614 | 27,727 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $3,858,479 | 29,610 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $4,000,605 | 29,833 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $3,235,320 | 30,960 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $3,069,861 | 27,261 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,674,914 | 26,958 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,782,981 | 23,890 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,716,908 | 22,707 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $3,563,576 | 22,911 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $3,291,821 | 21,624 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,667,580 | 20,993 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,222,200 | 23,083 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $2,586,461 | 27,498 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,421,213 | 15,786 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||