Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$37,513,326
-$7,296,360 QoQ
Shares Held
114,604
-24.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#694
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
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, 2026FIRST CITIZENS BANK & TRUST CO holds $67,483,226 across 8 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
114,604 | $37,513,326 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,456 | $17,746,762 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,828 | $3,590,377 | |
| 4 | RY |
Royal Bank Of Canada
|
13,248 | $2,741,938 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
27,837 | $2,300,448 | |
| 6 | C |
Citigroup Inc
|
14,612 | $2,045,094 | |
| 7 | TD |
Toronto Dominion Bank
|
9,916 | $1,204,099 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,588 | $341,182 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,513,326 | 114,604 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $44,809,686 | 152,331 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,943,757 | 148,792 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $45,407,725 | 143,955 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $41,543,522 | 143,298 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $32,946,978 | 134,313 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,469,747 | 139,626 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,162,060 | 162,013 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $33,840,727 | 167,313 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $33,522,006 | 167,359 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $18,887,392 | 111,037 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $14,780,292 | 101,919 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $16,586,849 | 114,046 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,198,708 | 101,287 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,303,825 | 84,294 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,727,735 | 83,519 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $9,374,444 | 83,247 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $13,128,433 | 96,306 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $14,688,545 | 92,760 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $14,749,122 | 90,104 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $14,035,462 | 90,237 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $14,164,240 | 93,045 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,205,454 | 96,053 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,160,571 | 95,155 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $10,293,831 | 109,439 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $9,440,905 | 104,864 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||