Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,538,348
+$1,675,914 QoQ
Shares Held
50,525
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,107
of 5,056 holders
Holding Since
Mar 2020
20 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, 2026CASTLEARK MANAGEMENT LLC holds $28,257,758 across 2 Banks - Diversified names. JPM ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
50,525 | $16,538,348 | |
| 2 | C |
Citigroup Inc
|
83,734 | $11,719,410 |
All Filings in JPM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,538,348 | 50,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,862,434 | 50,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,382,289 | 44,635 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,832,921 | 53,365 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,771,416 | 33,705 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,267,836 | 33,705 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,759,851 | 15,685 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $6,765,443 | 32,085 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $14,636,544 | 72,365 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,494,709 | 72,365 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $12,309,286 | 72,365 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,501,884 | 51,730 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,523,611 | 51,730 | Shares | Sole | 2023-08-16 | |
| 2021-12-31 | $6,028,384 | 38,070 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $6,231,678 | 38,070 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,921,407 | 38,070 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $5,795,396 | 38,070 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $1,925 | 20 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $24,781,047 | 263,460 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,919,104 | 176,820 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||