Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,991,803
+$679,556 QoQ
Shares Held
6,085
+36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#2,983
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CITY NATIONAL BANK OF FLORIDA /MSD holds $4,478,504 across 4 Banks - Diversified names. JPM ranks #1 (44.5% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,991,803 | 6,085 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,312,247 | 4,461 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,272,124 | 3,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,177,184 | 3,732 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,000,479 | 3,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $774,412 | 3,157 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $550,374 | 2,296 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||