ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in JPM — Jpmorgan Chase & Co
CIK 771572
ROCHESTER, NY
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,255,283
+$1,241,470 QoQ
Shares Held
16,055
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#2,041
of 5,056 holders
Holding Since
Jun 2024
9 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, 2026ASHTON THOMAS SECURITIES, LLC holds $8,343,491 across 4 Banks - Diversified names. JPM ranks #1 (63.0% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,255,283 | 16,055 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,013,813 | 13,645 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,016,774 | 6,259 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,918,760 | 6,083 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,290,389 | 4,451 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,163,703 | 4,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,005,653 | 8,367 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,550,875 | 7,355 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,257,248 | 6,216 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||