Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$16,185,159
+$1,661,009 QoQ
Shares Held
49,446
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,128
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026CENTAURUS FINANCIAL, INC. holds $25,599,712 across 7 Banks - Diversified names. JPM ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,446 | $16,185,159 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,027 | $3,142,551 | |
| 3 | BAC |
Bank Of America Corp /De/
|
54,487 | $3,104,669 | |
| 4 | C |
Citigroup Inc
|
10,351 | $1,448,725 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,786 | $981,323 | |
| 6 | RY |
Royal Bank Of Canada
|
2,207 | $456,782 | |
| 7 | TD |
Toronto Dominion Bank
|
2,310 | $280,503 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,185,159 | 49,446 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $14,524,150 | 49,375 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,605,759 | 48,432 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,898,618 | 50,403 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,271,689 | 49,228 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $12,375,385 | 50,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,990,054 | 50,019 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $8,837,564 | 41,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,881,667 | 38,968 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $6,623,520 | 33,068 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,292,151 | 31,112 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $4,630,488 | 31,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,859,250 | 26,535 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,095,251 | 39,101 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $4,624,438 | 34,485 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,531,224 | 43,361 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $4,822,523 | 42,825 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,444,211 | 39,937 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,406,207 | 40,456 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,607,364 | 34,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,110,266 | 32,855 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,378,439 | 28,762 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,049,847 | 31,871 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,335,177 | 34,644 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,504,017 | 37,253 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,088,389 | 34,304 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||