Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$30,167,060
+$3,080,514 QoQ
Shares Held
92,161
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#789
of 5,048 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $50,274,453 across 10 Banks - Diversified names. JPM ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
92,161 | $30,167,060 | |
| 2 | C |
Citigroup Inc
|
134,675 | $18,849,113 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,881 | $790,939 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,052 | $334,857 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
500 | $72,305 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,647 | $22,728 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
644 | $15,185 | |
| 8 | BCS |
Barclays PLC
|
385 | $10,341 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,167,060 | 92,161 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $27,086,546 | 92,081 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,828,549 | 92,572 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,462,021 | 96,573 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $27,846,435 | 96,052 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $23,416,338 | 95,460 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $22,908,605 | 95,568 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,291,901 | 96,234 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $26,423,448 | 130,641 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $26,215,464 | 130,881 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $22,366,619 | 131,491 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $18,810,544 | 129,710 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $18,893,964 | 129,909 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $17,185,022 | 131,878 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $17,955,587 | 133,897 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,849,489 | 132,531 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,764,297 | 131,110 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $17,384,889 | 127,530 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,247,897 | 127,868 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $21,222,899 | 129,653 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $20,495,194 | 131,768 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $16,716,185 | 131,551 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $12,689,830 | 131,815 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,286,398 | 130,623 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $11,828,411 | 131,383 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||