Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,115,179
+$574,970 QoQ
Shares Held
18,682
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#1,906
of 5,058 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, 2026ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. JPM ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,682 | $6,115,179 | |
| 2 | C |
Citigroup Inc
|
6,152 | $861,033 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,937 | $858,549 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,808 | $645,253 | |
| 5 | BAC |
Bank Of America Corp /De/
|
7,678 | $437,492 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,620 | $286,254 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,115,179 | 18,682 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,540,209 | 18,834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,228,512 | 19,330 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,093,792 | 19,319 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,701,949 | 19,668 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,857,921 | 19,804 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,957,682 | 20,682 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,385,044 | 20,796 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,246,650 | 20,996 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,212,108 | 21,029 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,798,673 | 22,332 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,310,081 | 22,825 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,369,844 | 23,170 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,101,768 | 23,803 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,150,277 | 23,492 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,652,419 | 25,382 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,855,339 | 25,356 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,516,374 | 25,795 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,290,176 | 27,093 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,449,421 | 27,182 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,383,894 | 28,185 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,248,739 | 27,910 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,693,162 | 29,064 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,411,625 | 56,213 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,292,379 | 56,266 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,879,662 | 43,093 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||