Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,036,912
+$1,043,709 QoQ
Shares Held
33,718
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#1,373
of 5,056 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, 2026EXCALIBUR MANAGEMENT CORP holds $18,218,327 across 6 Banks - Diversified names. JPM ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
33,718 | $11,036,912 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,449 | $2,874,584 | |
| 3 | C |
Citigroup Inc
|
14,765 | $2,066,509 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,671 | $1,460,331 | |
| 5 | RY |
Royal Bank Of Canada
|
2,790 | $577,446 | |
| 6 | TD |
Toronto Dominion Bank
|
1,668 | $202,545 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,036,912 | 33,718 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,993,203 | 33,972 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,997,690 | 34,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,978,225 | 34,804 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,189,466 | 35,147 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,682,638 | 35,396 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,548,058 | 35,660 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,533,184 | 35,726 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,332,734 | 36,254 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,226,022 | 36,076 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,125,981 | 36,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,350,077 | 36,892 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,483,815 | 37,705 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,917,769 | 37,739 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,072,466 | 37,826 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,951,354 | 37,812 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,162,178 | 36,961 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,080,373 | 37,268 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,793,551 | 36,587 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,937,363 | 36,272 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,545,156 | 35,651 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,468,101 | 35,920 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,690,407 | 36,912 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,608,873 | 37,487 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,803,410 | 40,436 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,404,484 | 37,815 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||