Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,882,802
+$190,794 QoQ
Shares Held
5,752
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#3,025
of 5,058 holders
Holding Since
Mar 2021
22 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, 2026PORTLAND INVESTMENT COUNSEL INC. holds $27,836,335 across 3 Banks - Diversified names. JPM ranks #3 (6.8% of the industry book) .
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,802 | 5,752 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,692,008 | 5,752 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $966,660 | 3,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $946,290 | 3,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $869,730 | 3,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,533,370 | 6,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,498,427 | 6,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,318,085 | 6,251 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,264,327 | 6,251 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,679 | 6,302 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,071,970 | 6,302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $968,733 | 6,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $971,539 | 6,680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $883,501 | 6,780 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $909,198 | 6,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $708,510 | 6,780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $763,495 | 6,780 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $924,249 | 6,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,071,237 | 6,765 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,107,362 | 6,765 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,052,228 | 6,765 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,029,835 | 6,765 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||