HORIZON KINETICS ASSET MANAGEMENT LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1056823
NEW YORK, NY
Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$293,287
-$129,715 QoQ
Shares Held
896
-37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4,681
of 5,056 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, 2026HORIZON KINETICS ASSET MANAGEMENT LLC holds $7,285,088 across 6 Banks - Diversified names. JPM ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
22,450 | $2,726,103 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
10,308 | $1,490,639 | |
| 3 | C |
Citigroup Inc
|
7,475 | $1,046,201 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,735 | $896,580 | |
| 5 | SAN |
Banco Santander, S.A.
|
60,310 | $832,278 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
896 | $293,287 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,287 | 896 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $423,002 | 1,438 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $609,318 | 1,891 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $638,745 | 2,025 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $697,233 | 2,405 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $715,049 | 2,915 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $897,713 | 3,745 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $857,567 | 4,067 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $822,591 | 4,067 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $893,137 | 4,459 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $431,203 | 2,535 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $412,291 | 2,843 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $438,937 | 3,018 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $359,785 | 2,761 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $342,089 | 2,551 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $266,579 | 2,551 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $305,510 | 2,713 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $364,792 | 2,676 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $453,989 | 2,867 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $470,445 | 2,874 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $448,577 | 2,884 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $287,258 | 1,887 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $330,000 | 2,597 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $674,371 | 7,005 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $715,890 | 7,611 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $796,765 | 8,850 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||