Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,810,079
+$1,125,300 QoQ
Shares Held
29,970
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,469
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Interstate Bank holds $17,898,428 across 4 Banks - Diversified names. JPM ranks #1 (54.8% of the industry book) .
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,810,079 | 29,970 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $8,684,779 | 29,524 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,024,263 | 31,110 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,986,513 | 31,660 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $9,349,017 | 32,248 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $9,498,260 | 38,721 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $9,974,333 | 41,610 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $8,963,235 | 42,508 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $8,701,628 | 43,022 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $8,773,540 | 43,802 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $7,791,430 | 45,805 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,917,743 | 47,702 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $7,220,368 | 49,645 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $6,787,325 | 52,086 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $7,034,617 | 52,458 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $5,697,026 | 54,517 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $5,810,338 | 51,597 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,174,842 | 37,961 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $5,036,321 | 31,805 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $5,200,594 | 31,771 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $4,710,995 | 30,288 | Shares | Defined | 2021-07-29 | |
| 2020-12-31 | $5,588,156 | 43,977 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $4,344,279 | 45,126 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,300,563 | 56,353 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,252,853 | 69,453 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||