Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$24,886,245
+$3,144,586 QoQ
Shares Held
76,028
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#883
of 5,058 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, 2026PITTENGER & ANDERSON INC holds $28,617,989 across 6 Banks - Diversified names. JPM ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
76,028 | $24,886,245 | |
| 2 | C |
Citigroup Inc
|
22,700 | $3,177,092 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,243 | $356,929 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,188 | $98,176 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,676 | $95,498 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
28 | $4,049 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,886,245 | 76,028 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,741,659 | 73,911 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,727,143 | 70,533 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $19,469,285 | 61,723 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,615,901 | 57,314 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,390,927 | 54,590 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,908,143 | 53,849 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,452,439 | 54,313 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,876,531 | 53,775 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,722,259 | 53,531 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,126,205 | 53,652 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,155,489 | 56,237 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,124,132 | 55,859 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,224,647 | 55,442 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,381,266 | 55,043 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,565,879 | 53,262 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,695,926 | 50,581 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $6,682,406 | 49,020 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,541,260 | 47,624 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,387,166 | 45,129 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,923,707 | 44,514 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,671,327 | 43,824 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,401,237 | 42,506 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,754,626 | 39,001 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,777,543 | 40,161 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,091,053 | 45,441 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||