Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,356,931
+$1,716,476 QoQ
Shares Held
83,576
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#835
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026WEBSTER BANK, N. A. holds $38,227,458 across 9 Banks - Diversified names. JPM ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
83,576 | $27,356,931 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,591 | $9,321,414 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,939 | $821,358 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,657 | $384,228 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,400 | $247,380 | |
| 6 | C |
Citigroup Inc
|
656 | $91,813 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
18 | $1,711 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66 | $1,312 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,356,931 | 83,576 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $25,640,455 | 87,165 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $28,490,691 | 88,420 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $28,552,092 | 90,518 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $26,841,896 | 92,587 | Shares | Other | 2025-07-08 | |
| 2025-03-31 | $23,703,583 | 96,631 | Shares | Other | 2025-04-04 | |
| 2024-12-31 | $23,837,720 | 99,444 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $21,320,897 | 101,114 | Shares | Other | 2024-10-10 | |
| 2024-06-30 | $21,304,652 | 105,333 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $21,458,739 | 107,133 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $18,057,645 | 106,159 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $15,181,853 | 104,688 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $15,300,433 | 105,201 | Shares | Other | 2023-07-13 | |
| 2023-03-31 | $13,996,466 | 107,409 | Shares | Other | 2023-04-13 | |
| 2022-12-31 | $14,848,221 | 110,725 | Shares | Other | 2023-01-18 | |
| 2022-09-30 | $11,933,377 | 114,195 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $12,845,197 | 114,068 | Shares | Other | 2022-07-12 | |
| 2022-03-31 | $15,847,881 | 116,255 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $17,889,274 | 112,973 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $18,812,563 | 114,928 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $17,854,902 | 114,793 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $17,584,239 | 115,511 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $15,219,808 | 119,775 | Shares | Other | 2021-01-07 | |
| 2020-09-30 | $12,121,355 | 125,910 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $11,431,581 | 121,535 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $10,882,105 | 120,872 | Shares | Other | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||