Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,241,752
+$1,771,890 QoQ
Shares Held
64,894
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#965
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $23,634,774 across 11 Banks - Diversified names. JPM ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
64,894 | $21,241,752 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,124 | $861,764 | |
| 3 | RY |
Royal Bank Of Canada
|
2,400 | $496,728 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,559 | $225,446 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,000 | $176,700 | |
| 7 | TD |
Toronto Dominion Bank
|
1,200 | $145,716 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,420 | $117,348 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,241,752 | 64,894 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $19,469,862 | 66,188 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $21,837,493 | 67,772 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $22,034,361 | 69,855 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $21,005,718 | 72,456 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $18,256,206 | 74,424 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $18,355,073 | 76,572 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $16,177,178 | 76,720 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $15,736,231 | 77,802 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $15,835,917 | 79,061 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $13,671,277 | 80,372 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $10,830,383 | 74,682 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $9,952,749 | 68,432 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $9,283,413 | 71,241 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $9,562,134 | 71,306 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $7,577,504 | 72,512 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $7,969,634 | 70,772 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $9,595,018 | 70,386 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,301,458 | 65,055 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $10,647,543 | 65,047 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $10,172,312 | 66,822 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $8,449,900 | 66,498 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,042,674 | 62,768 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,808,110 | 61,749 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,372,000 | 59,669 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||