Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,838,482
+$442,311 QoQ
Shares Held
63,662
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#981
of 5,056 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $86,396,293 across 5 Banks - Diversified names. JPM ranks #2 (24.1% of the industry book) .
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,838,482 | 63,662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,396,171 | 69,337 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,197,110 | 75,095 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,239,218 | 76,845 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,756,172 | 99,190 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,722,560 | 100,785 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,609,359 | 131,865 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,334,312 | 134,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,616,580 | 136,540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,827,679 | 138,930 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $58,478,338 | 343,788 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $51,871,913 | 357,688 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,883,874 | 363,613 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $48,025,750 | 368,550 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,083,548 | 60,280 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,358,302 | 60,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,919,884 | 61,450 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,148,528 | 59,775 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $22,992,935 | 180,947 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,727,831 | 184,147 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,634,228 | 176,847 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,606,430 | 173,347 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||