Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$182,206,607
+$16,701,602 QoQ
Shares Held
556,645
-1.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#286
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $229,070,113 across 8 Banks - Diversified names. JPM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
556,645 | $182,206,607 | |
| 2 | BAC |
Bank Of America Corp /De/
|
559,162 | $31,861,049 | |
| 3 | C |
Citigroup Inc
|
45,265 | $6,335,289 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,701 | $4,272,570 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,806 | $3,587,195 | |
| 6 | TD |
Toronto Dominion Bank
|
2,867 | $348,139 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
10,703 | $268,217 | |
| 8 | SAN |
Banco Santander, S.A.
|
13,844 | $191,047 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,206,607 | 556,645 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $165,505,005 | 562,636 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $182,265,352 | 565,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $181,678,215 | 575,970 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $169,411,227 | 584,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $147,525,135 | 601,407 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $148,102,185 | 617,839 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $132,019,655 | 626,101 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $127,464,655 | 630,202 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $127,438,871 | 636,240 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $108,799,191 | 639,619 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $94,115,368 | 648,982 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $94,708,200 | 651,184 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $84,635,301 | 649,492 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $86,696,184 | 646,504 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $70,080,939 | 670,631 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $64,847,819 | 575,862 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $78,783,008 | 577,927 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $91,259,162 | 576,313 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $93,942,344 | 573,904 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,646,811 | 499,208 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $76,625,426 | 503,353 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $60,597,267 | 476,881 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $44,544,128 | 462,700 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $43,279,826 | 460,130 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,864,706 | 453,901 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||