Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,522,622
+$2,159,678 QoQ
Shares Held
56,587
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,047
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CAPITAL INTERNATIONAL LTD /CA/ holds $71,057,997 across 4 Banks - Diversified names. JPM ranks #3 (26.1% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,522,622 | 56,587 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,362,944 | 55,626 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $24,189,055 | 75,070 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $53,143,961 | 168,481 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $48,734,450 | 168,102 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $45,301,758 | 184,679 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $43,530,856 | 181,598 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,906,622 | 184,514 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $37,404,953 | 184,935 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $37,443,080 | 186,935 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,927,358 | 164,182 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $23,388,100 | 161,275 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,475,615 | 161,411 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,077,251 | 161,747 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,344,131 | 233,737 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,934,863 | 209,903 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,633,258 | 200,988 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $27,243,143 | 199,847 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $42,037,807 | 265,474 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,287,165 | 264,446 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,061,748 | 270,424 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $45,915,764 | 301,621 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $41,151,873 | 323,852 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,931,190 | 269,359 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,272,375 | 215,526 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,988,587 | 210,914 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||