Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,603,118
+$22,603,118 QoQ
Shares Held
69,053
Ownership
0.003%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#941
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$20,741,809
PutShares
70,512
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $57,750,755 across 8 Banks - Diversified names. JPM ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
69,053 | $22,603,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
149,982 | $12,394,512 | |
| 3 | ING |
Ing Groep NV
|
347,862 | $10,915,909 | |
| 4 | RY |
Royal Bank Of Canada
|
44,578 | $9,226,308 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
15,093 | $2,182,598 | |
| 6 | BAC |
Bank Of America Corp /De/
|
6,331 | $360,740 | |
| 7 | TD |
Toronto Dominion Bank
|
496 | $60,229 | |
| 8 | SAN |
Banco Santander, S.A.
|
532 | $7,341 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,603,118 | 69,053 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $20,741,809 | 70,512 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $22,865,697 | 70,963 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $24,389,993 | 77,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,921,154 | 79,063 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $21,403,651 | 87,255 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $26,676,367 | 111,286 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,676,625 | 112,286 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $26,072,729 | 128,907 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $26,354,472 | 131,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,527,041 | 138,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,302,364 | 139,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,469,461 | 154,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,017,961 | 145,944 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,828,915 | 170,238 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,962,101 | 143,178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,272,370 | 144,502 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,046,722 | 132,385 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,978,683 | 132,483 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,534,383 | 137,665 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,978,546 | 147,734 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $22,721,849 | 149,260 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,931,097 | 164,721 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,415,574 | 170,516 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,851,176 | 189,785 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,156,226 | 157,239 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||