Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,366,804
+$30,851,254 QoQ
Shares Held
935,957
-0.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#197
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, 2026&PARTNERS holds $461,243,693 across 18 Banks - Diversified names. JPM ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
935,957 | $306,366,804 | |
| 2 | BAC |
Bank Of America Corp /De/
|
758,904 | $43,242,349 | |
| 3 | C |
Citigroup Inc
|
200,408 | $28,049,103 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
165,019 | $23,863,397 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
199,406 | $16,478,911 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
366,043 | $8,631,293 | |
| 7 | RY |
Royal Bank Of Canada
|
33,510 | $6,935,564 | |
| 8 | ING |
Ing Groep NV
|
181,951 | $5,709,622 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,366,804 | 935,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $275,515,550 | 936,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,507,791 | 913,996 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,504,682 | 749,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $199,447,353 | 687,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $138,364,163 | 564,061 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $124,352,918 | 518,764 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $67,141,619 | 318,418 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,340,415 | 150,007 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,061,078 | 30,260 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,283,950 | 19,306 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $940,309 | 6,484 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $897,946 | 6,174 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $830,595 | 6,374 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $857,569 | 6,395 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $677,996 | 6,488 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $697,956 | 6,198 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $803,197 | 5,892 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $753,270 | 4,757 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $795,042 | 4,857 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $730,882 | 4,699 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $688,688 | 4,524 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $574,864 | 4,524 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $435,525 | 4,524 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $465,973 | 4,954 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $541,620 | 6,016 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||