Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,386,569
+$214,342 QoQ
Shares Held
4,236
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#3,309
of 5,056 holders
Holding Since
Dec 2023
10 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $10,270,757 across 5 Banks - Diversified names. JPM ranks #2 (13.5% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,569 | 4,236 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,172,227 | 3,985 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $967,304 | 3,002 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $904,653 | 2,868 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $739,560 | 2,551 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,412 | 976 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $233,956 | 976 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $205,799 | 976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,080 | 1,009 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $217,047 | 1,276 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||