Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$221,541,526
+$23,971,904 QoQ
Shares Held
676,814
+0.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#252
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, 2026WHITTIER TRUST CO holds $247,134,147 across 6 Banks - Diversified names. JPM ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
676,814 | $221,541,526 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
66,628 | $9,635,074 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
96,701 | $7,991,370 | |
| 4 | BAC |
Bank Of America Corp /De/
|
97,182 | $5,537,429 | |
| 5 | C |
Citigroup Inc
|
16,857 | $2,359,305 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2,945 | $69,443 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,541,526 | 676,814 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $197,569,622 | 671,640 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $211,637,639 | 656,811 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $203,369,076 | 644,736 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $185,823,321 | 640,969 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $150,590,160 | 613,902 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $146,102,285 | 609,496 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $128,133,927 | 607,673 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $128,841,844 | 637,011 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $126,222,449 | 630,167 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $106,617,659 | 626,794 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $90,739,738 | 625,705 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $89,477,159 | 615,217 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $82,017,764 | 629,405 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $83,594,452 | 623,374 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $64,873,077 | 620,795 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $69,168,665 | 614,232 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $83,487,002 | 612,434 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $96,377,035 | 608,633 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $98,240,844 | 600,164 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $94,027,040 | 604,520 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $91,001,723 | 597,791 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $73,689,416 | 579,912 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $54,821,817 | 569,459 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $53,382,906 | 567,541 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $53,655,808 | 595,977 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||