Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$211,289,551
+$19,230,428 QoQ
Shares Held
645,494
-1.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#261
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $275,270,392 across 6 Banks - Diversified names. JPM ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
645,494 | $211,289,551 | |
| 2 | BAC |
Bank Of America Corp /De/
|
957,307 | $54,547,352 | |
| 3 | TD |
Toronto Dominion Bank
|
43,217 | $5,247,840 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
44,645 | $3,689,462 | |
| 5 | UBS |
UBS Group AG
|
5,660 | $280,509 | |
| 6 | C |
Citigroup Inc
|
1,541 | $215,678 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,289,551 | 645,494 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $192,059,123 | 652,907 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $214,584,664 | 665,957 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $211,744,373 | 671,288 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $197,094,733 | 679,848 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $169,211,619 | 689,815 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $167,425,689 | 698,451 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $148,124,300 | 702,477 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $143,440,769 | 709,190 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $143,700,227 | 717,425 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $122,934,161 | 722,717 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $105,295,831 | 726,078 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $106,234,030 | 730,432 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $96,007,065 | 736,759 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $98,844,171 | 737,093 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $76,874,484 | 735,641 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $82,278,721 | 730,652 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $99,677,320 | 731,201 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $113,283,114 | 715,397 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $116,080,763 | 709,150 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $112,096,122 | 720,690 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $107,351,682 | 705,194 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $88,960,182 | 700,088 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $67,094,028 | 696,936 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $62,772,163 | 667,363 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $57,946,638 | 643,637 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||