Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,194,398
-$19,628,439 QoQ
Shares Held
162,510
-34.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#573
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, 2026PARSONS CAPITAL MANAGEMENT INC/RI holds $70,301,395 across 6 Banks - Diversified names. JPM ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
162,510 | $53,194,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
167,473 | $9,542,611 | |
| 3 | C |
Citigroup Inc
|
20,956 | $2,933,001 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,460 | $2,524,890 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
19,204 | $1,587,018 | |
| 6 | TD |
Toronto Dominion Bank
|
4,278 | $519,477 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,194,398 | 162,510 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,822,837 | 247,562 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $44,673,869 | 138,644 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $43,386,134 | 137,546 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $40,678,431 | 140,314 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $59,225,722 | 241,442 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $58,253,365 | 243,016 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $30,079,811 | 142,653 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,915,696 | 142,963 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $28,956,369 | 144,565 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $24,756,864 | 145,543 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $21,305,323 | 146,913 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $21,501,849 | 147,840 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,355,856 | 148,537 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $20,019,520 | 149,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,375,189 | 147,131 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $15,919,450 | 141,368 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $19,294,323 | 141,537 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $22,267,335 | 140,621 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $23,025,944 | 140,668 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $21,942,649 | 141,074 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $21,564,445 | 141,657 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $17,952,195 | 141,278 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,613,540 | 141,410 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $13,208,187 | 140,423 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $12,814,600 | 142,337 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||