Position in JPM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$133,798,101
+$16,517,686 QoQ
Shares Held
408,756
+2.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#338
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026EASTERN BANK holds $224,788,303 across 12 Banks - Diversified names. JPM ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
408,756 | $133,798,101 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,523,363 | $88,172,250 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
15,388 | $1,271,663 | |
| 4 | RY |
Royal Bank Of Canada
|
1,649 | $341,292 | |
| 5 | TD |
Toronto Dominion Bank
|
2,801 | $340,125 | |
| 6 | C |
Citigroup Inc
|
2,190 | $306,511 | |
| 7 | ING |
Ing Groep NV
|
5,537 | $173,751 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
928 | $134,197 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,798,101 | 408,756 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $117,280,415 | 398,696 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $141,724,277 | 439,837 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $137,661,852 | 436,426 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $122,249,828 | 421,682 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $104,625,600 | 426,521 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $109,006,922 | 454,745 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $96,102,396 | 455,764 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $36,378,482 | 179,860 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $37,257,802 | 186,010 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $34,713,496 | 204,077 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $33,311,527 | 229,703 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $39,279,416 | 270,073 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $35,482,760 | 272,295 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $40,359,942 | 300,969 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $31,683,667 | 303,193 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $34,182,764 | 303,550 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $41,852,556 | 307,017 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $52,032,701 | 328,593 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $53,584,247 | 327,352 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $50,927,993 | 327,427 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $50,093,868 | 329,067 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $45,858,418 | 360,891 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $33,901,865 | 352,154 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $33,161,039 | 352,552 | Shares | Sole | 2020-09-01 | |
| 2020-03-31 | $29,161,616 | 323,910 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||