Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,280,494
+$401,995 QoQ
Shares Held
13,077
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#2,244
of 5,056 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BENEDICT FINANCIAL ADVISORS INC holds $7,702,103 across 3 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,280,494 | 13,077 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,878,499 | 13,185 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,337,725 | 13,462 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,120,777 | 13,064 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,878,126 | 13,377 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,345,892 | 13,640 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,447,029 | 14,380 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,943,394 | 13,959 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,907,892 | 14,377 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,896,938 | 14,463 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,471,893 | 14,532 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,098,004 | 14,467 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,104,662 | 14,471 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,837,892 | 14,104 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,841,863 | 13,735 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,472,718 | 14,093 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,653,790 | 14,686 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,279,134 | 16,719 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,716,494 | 17,155 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,798,935 | 17,099 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,582,741 | 16,605 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,386,205 | 15,675 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||