Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,024,529
+$600,651 QoQ
Shares Held
9,240
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,571
of 5,072 holders
Holding Since
Dec 2020
20 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, 2026NAVELLIER & ASSOCIATES INC holds $5,595,621 across 3 Banks - Diversified names. JPM ranks #1 (54.1% of the industry book) .
All Filings in JPM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,024,529 | 9,240 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,423,878 | 8,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,718,570 | 8,437 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,009,202 | 9,540 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,475,831 | 8,540 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,094,862 | 8,540 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,286,833 | 9,540 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,821,830 | 8,640 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,949,786 | 9,640 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,950,922 | 9,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,656,774 | 9,740 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,270,375 | 8,760 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $247,248 | 1,700 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $214,560 | 1,600 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $231,744 | 1,700 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $285,030 | 1,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $311,011 | 1,900 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $295,526 | 1,900 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $281,625 | 1,850 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $246,515 | 1,940 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||