Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$229,131
+$23,219 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,855
of 5,058 holders
Holding Since
Mar 2020
18 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, 2026JAG CAPITAL MANAGEMENT, LLC holds $1,040,445 across 3 Banks - Diversified names. JPM ranks #3 (22.0% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,131 | 700 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $205,912 | 700 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $427,617 | 1,475 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $361,572 | 1,474 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $353,332 | 1,474 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $281,287 | 1,334 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $355,775 | 1,759 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $452,477 | 2,259 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $501,795 | 2,950 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $627,211 | 4,325 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $629,028 | 4,325 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $591,086 | 4,536 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $334,445 | 2,494 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $275,775 | 2,639 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,231 | 2,675 | Shares | Sole | 2022-08-01 | |
| 2020-09-30 | $324,237 | 3,368 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $353,759 | 3,761 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $338,602 | 3,761 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||