Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$665,789
+$92,766 QoQ
Shares Held
2,034
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,035
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $4,051,629 across 12 Banks - Diversified names. JPM ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,144 | $1,774,585 | |
| 2 | C |
Citigroup Inc
|
9,056 | $1,267,477 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
2,034 | $665,789 | |
| 4 | BNS |
Bank Of Nova Scotia
|
1,040 | $90,313 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
500 | $88,350 | |
| 6 | TD |
Toronto Dominion Bank
|
500 | $60,715 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
415 | $47,725 | |
| 8 | RY |
Royal Bank Of Canada
|
200 | $41,394 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,789 | 2,034 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $573,023 | 1,948 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $589,662 | 1,830 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $564,619 | 1,790 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $518,069 | 1,787 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $420,689 | 1,715 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $411,102 | 1,715 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $361,624 | 1,715 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $357,595 | 1,768 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $324,285 | 1,619 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $266,546 | 1,567 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $227,246 | 1,567 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $219,614 | 1,510 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $202,501 | 1,554 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $193,238 | 1,441 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $168,663 | 1,614 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $158,442 | 1,407 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $188,939 | 1,386 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $219,314 | 1,385 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $226,710 | 1,385 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $210,134 | 1,351 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $205,510 | 1,350 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $157,820 | 1,242 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $119,471 | 1,241 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $119,738 | 1,273 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $140,356 | 1,559 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||