Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,482,304
+$8,368,668 QoQ
Shares Held
227,545
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#480
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, 2026KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. JPM ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
227,545 | $74,482,304 | |
| 2 | BAC |
Bank Of America Corp /De/
|
314,395 | $17,914,227 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,531 | $2,936,281 | |
| 4 | C |
Citigroup Inc
|
7,338 | $1,027,026 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,702 | $535,346 | |
| 6 | RY |
Royal Bank Of Canada
|
1,589 | $328,875 | |
| 7 | TD |
Toronto Dominion Bank
|
2,424 | $294,346 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,184 | $251,160 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,482,304 | 227,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,113,636 | 224,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,661,557 | 219,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,087,055 | 219,025 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,111,299 | 200,446 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $44,516,308 | 181,477 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $42,735,259 | 178,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,118,318 | 176,033 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $35,654,595 | 176,281 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $35,190,907 | 175,691 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $28,984,529 | 170,397 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,446,659 | 175,470 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,703,611 | 176,730 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,823,535 | 175,148 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,444,434 | 174,828 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $18,345,497 | 175,555 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,652,134 | 174,515 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,451,538 | 172,033 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,906,356 | 169,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,272,554 | 166,611 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,289,559 | 162,592 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $23,550,285 | 154,702 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,652,010 | 154,655 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $14,578,551 | 151,434 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,042,215 | 170,553 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,639,868 | 162,611 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||