Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,269,820
+$2,294,478 QoQ
Shares Held
101,640
-3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#747
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $71,334,750 across 17 Banks - Diversified names. JPM ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
101,640 | $33,269,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
219,664 | $12,516,453 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
82,529 | $6,820,196 | |
| 4 | C |
Citigroup Inc
|
38,763 | $5,425,269 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,417 | $2,807,892 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
20,022 | $1,903,891 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
65,272 | $1,635,716 | |
| 8 | UBS |
UBS Group AG
|
30,650 | $1,519,014 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,269,820 | 101,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,975,342 | 105,301 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $32,391,485 | 100,526 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,298,541 | 99,225 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $28,569,180 | 98,545 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,403,984 | 91,333 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,778,852 | 90,855 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,064,063 | 90,411 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $16,633,457 | 82,238 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $17,178,128 | 85,762 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,066,419 | 82,695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,610,446 | 80,061 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,383,007 | 78,266 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,340,880 | 79,356 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,644,723 | 79,379 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $7,768,963 | 68,990 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,312,112 | 60,975 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,494,646 | 66,275 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,338,532 | 50,941 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,767,356 | 49,938 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,284,357 | 47,851 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $6,945,264 | 54,657 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,369,695 | 45,390 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,370,686 | 46,467 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,599,399 | 39,980 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||