Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,709,958
+$370,948 QoQ
Shares Held
11,334
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,364
of 5,058 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $5,080,904 across 4 Banks - Diversified names. JPM ranks #1 (73.0% of the industry book) .
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,709,958 | 11,334 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,339,010 | 11,351 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,207,055 | 9,953 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,108,562 | 9,855 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,713,267 | 9,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,691,922 | 10,974 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,439,049 | 10,175 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,401,062 | 11,387 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,350,867 | 11,623 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,257,581 | 11,271 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,888,450 | 11,102 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,696,879 | 11,701 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,867,595 | 12,841 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,098,379 | 31,451 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,079,273 | 52,791 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,936,763 | 28,103 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,347,603 | 11,967 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,540,775 | 25,974 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,409,315 | 8,900 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,122,239 | 7,372 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $866,363 | 6,818 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||