Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$31,215,498
+$2,909,070 QoQ
Shares Held
95,364
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#773
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $38,901,956 across 8 Banks - Diversified names. JPM ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
95,364 | $31,215,498 | |
| 2 | C |
Citigroup Inc
|
31,257 | $4,374,728 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,453 | $1,524,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,659 | $835,269 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,230 | $486,450 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,044 | $440,192 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
214 | $20,349 | |
| 8 | BNS |
Bank Of Nova Scotia
|
52 | $4,515 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,215,498 | 95,364 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,306,428 | 96,228 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,298,839 | 97,135 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $31,325,036 | 99,309 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,701,669 | 99,002 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,000,239 | 101,917 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,425,729 | 101,897 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $21,472,505 | 101,833 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $20,540,109 | 101,553 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $19,076,772 | 95,241 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $15,847,536 | 93,166 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $12,679,388 | 87,432 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $12,104,098 | 83,224 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,462,199 | 72,613 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $9,678,130 | 72,171 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $7,476,138 | 71,542 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $8,182,016 | 72,658 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $9,904,193 | 72,654 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $11,523,920 | 72,775 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $11,868,343 | 72,505 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,395,170 | 73,262 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $11,287,092 | 74,145 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $9,198,977 | 72,393 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $6,688,069 | 69,472 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $6,469,916 | 68,785 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $6,026,788 | 66,942 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||