Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,177,241
+$2,843,438 QoQ
Shares Held
76,917
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#880
of 5,056 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAXTER BROS INC holds $40,232,742 across 5 Banks - Diversified names. JPM ranks #1 (62.6% of the industry book) .
All Filings in JPM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,177,241 | 76,917 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,333,803 | 75,924 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,134,771 | 78,005 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,953,982 | 79,111 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $22,109,986 | 76,265 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,978,861 | 77,370 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $18,794,941 | 78,407 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,917,508 | 80,231 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $18,079,616 | 89,388 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,714,429 | 93,432 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $16,109,320 | 94,705 | Shares | Sole | 2024-05-17 | |
| 2023-09-30 | $13,890,015 | 95,780 | Shares | Sole | 2024-05-17 | |
| 2023-06-30 | $14,624,573 | 100,554 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,592,896 | 104,312 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,088,814 | 105,062 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,098,109 | 106,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,863,801 | 105,353 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $14,057,727 | 103,123 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $16,306,091 | 102,975 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16,822,093 | 102,768 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||