Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,941,714
+$260,152 QoQ
Shares Held
8,987
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,588
of 5,056 holders
Holding Since
Mar 2022
18 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, 2026WORLD EQUITY GROUP, INC. holds $9,013,739 across 4 Banks - Diversified names. JPM ranks #2 (32.6% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,941,714 | 8,987 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,681,562 | 9,116 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,722,436 | 8,449 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,672,322 | 8,472 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,935,729 | 6,677 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,622,904 | 6,616 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,187,184 | 13,296 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,403,905 | 6,658 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,921,038 | 14,442 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,660,081 | 18,273 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $3,069,114 | 18,043 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $2,585,561 | 17,829 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $2,528,328 | 17,384 | Shares | Sole | 2024-08-26 | |
| 2023-03-31 | $5,170,309 | 39,677 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $2,253,550 | 16,805 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $1,709,620 | 16,360 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $1,467,646 | 13,033 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $1,789,608 | 13,128 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||