WRIGHT INVESTORS SERVICE INC

Position in JPM — Jpmorgan Chase & Co

CIK 108572 SHELTON, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,136,768

+$717,760 QoQ

Shares Held

24,858

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#1,644

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $18,039,739 across 5 Banks - Diversified names. JPM ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,858	$8,136,768
2	BAC	Bank Of America Corp /De/	91,699	$5,225,008
3	C	Citigroup Inc	20,244	$2,833,350
4	WFC	Wells Fargo & Company/Mn	14,886	$1,230,178
5	TD	Toronto Dominion Bank	5,060	$614,435

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,136,768	24,858	-1.4%	Shares	Sole	2026-08-05
2026-03-31	$7,419,008	25,221	-2.1%	Shares	Sole	2026-04-29
2025-12-31	$8,299,097	25,756	-0.1%	Shares	Sole	2026-01-26
2025-09-30	$8,131,469	25,779	-10.3%	Shares	Sole	2025-10-28
2025-06-30	$8,332,302	28,741	+0.2%	Shares	Sole	2025-07-11
2025-03-31	$7,038,147	28,692	-4.2%	Shares	Sole	2025-04-09
2024-12-31	$7,177,156	29,941	-16.4%	Shares	Sole	2025-01-13
2024-09-30	$7,554,902	35,829	-19.2%	Shares	Sole	2024-10-04
2024-06-30	$8,973,264	44,365	-9.5%	Shares	Sole	2024-07-26
2024-03-31	$9,824,113	49,047	-2.0%	Shares	Sole	2024-05-02
2023-12-31	$8,512,143	50,042	-8.2%	Shares	Sole	2024-01-31
2023-09-30	$7,907,215	54,525	-1.4%	Shares	Sole	2023-10-31
2023-06-30	$8,044,286	55,310	-5.7%	Shares	Sole	2023-07-27
2023-03-31	$7,646,198	58,677	+7.0%	Shares	Sole	2023-04-26
2022-12-31	$7,357,128	54,863	+14.3%	Shares	Sole	2023-01-27
2022-09-30	$5,015,059	47,991	-8.6%	Shares	Sole	2022-11-01
2022-06-30	$5,911,348	52,494	-19.7%	Shares	Sole	2022-08-02
2022-03-31	$8,914,372	65,393	+2.8%	Shares	Sole	2022-04-22
2021-12-31	$10,068,368	63,583	+14.2%	Shares	Sole	2022-01-27
2021-09-30	$9,113,767	55,677	+4.2%	Shares	Sole	2021-11-01
2021-06-30	$8,314,545	53,456	+8.3%	Shares	Sole	2021-08-03
2021-03-31	$7,514,224	49,361	-12.1%	Shares	Sole	2021-04-29
2020-12-31	$7,136,886	56,165	-2.4%	Shares	Sole	2021-02-02
2020-09-30	$5,538,316	57,529	-1.9%	Shares	Sole	2020-11-06
2020-06-30	$5,515,019	58,633	+1.7%	Shares	Sole	2020-07-23
2020-03-31	$5,191,309	57,662	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.