Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,322,031
+$922,881 QoQ
Shares Held
28,479
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,532
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 26%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Smithfield Trust Co holds $36,579,162 across 15 Banks - Diversified names. JPM ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
142,530 | $20,611,262 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
28,479 | $9,322,031 | |
| 3 | BAC |
Bank Of America Corp /De/
|
39,808 | $2,268,259 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
9,766 | $1,725,652 | |
| 5 | RY |
Royal Bank Of Canada
|
7,300 | $1,510,881 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,346 | $772,353 | |
| 7 | C |
Citigroup Inc
|
735 | $102,870 | |
| 8 | SAN |
Banco Santander, S.A.
|
5,000 | $69,000 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,322,031 | 28,479 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $8,399,150 | 28,553 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $9,004,759 | 27,946 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,347,224 | 26,463 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $7,738,277 | 26,692 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,595,380 | 26,887 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,603,290 | 27,547 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $5,807,927 | 27,544 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,573,880 | 27,558 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $5,559,125 | 27,754 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,956,543 | 29,139 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,178,750 | 28,815 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,918,007 | 26,939 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $3,576,096 | 27,443 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,788,056 | 28,248 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,938,122 | 28,116 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,661,513 | 32,515 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,212,423 | 30,901 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,856,910 | 30,672 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,186,189 | 31,683 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,428,689 | 28,473 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,831,322 | 31,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,136,762 | 32,555 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,930,362 | 30,439 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,769,408 | 29,443 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,751,495 | 30,562 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||