Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,197,017
+$685,780 QoQ
Shares Held
15,877
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#2,050
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Enterprise Financial Services Corp holds $7,273,226 across 6 Banks - Diversified names. JPM ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,877 | $5,197,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,045 | $1,028,203 | |
| 3 | C |
Citigroup Inc
|
2,761 | $386,429 | |
| 4 | RY |
Royal Bank Of Canada
|
1,177 | $243,603 | |
| 5 | SAN |
Banco Santander, S.A.
|
15,509 | $214,023 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,254 | $203,951 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,197,017 | 15,877 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,511,237 | 15,336 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,007,298 | 15,540 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $5,069,590 | 16,072 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,713,355 | 16,258 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,919,893 | 15,980 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,869,637 | 16,143 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $3,357,523 | 15,923 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,303,714 | 16,334 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,308,154 | 16,516 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,041,557 | 17,881 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,618,045 | 18,053 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $2,624,464 | 18,045 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,393,142 | 18,365 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,719,413 | 20,279 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,183,214 | 20,892 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,338,346 | 20,765 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $2,860,538 | 20,984 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,837,453 | 24,234 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,446,894 | 51,603 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,254,605 | 33,783 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $5,126,192 | 33,674 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,022,781 | 31,658 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,039,050 | 31,568 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,388,416 | 36,024 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $3,377,834 | 37,519 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||