Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$35,722,504
+$3,443,151 QoQ
Shares Held
109,133
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#717
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PRIVATE MANAGEMENT GROUP INC holds $90,993,417 across 5 Banks - Diversified names. JPM ranks #2 (39.3% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,722,504 | 109,133 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $32,279,353 | 109,734 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $40,071,601 | 124,361 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,927,444 | 126,581 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,578,714 | 129,622 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,450,680 | 95,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $31,038,849 | 129,485 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $34,167,754 | 162,040 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $38,029,329 | 188,022 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $38,175,177 | 190,590 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $52,504,426 | 308,668 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $46,081,265 | 317,758 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $53,890,755 | 370,536 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $48,444,175 | 371,761 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $49,676,808 | 370,446 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $38,763,230 | 370,940 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $38,172,988 | 338,984 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $44,773,895 | 328,447 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $49,807,567 | 314,541 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $52,364,922 | 319,903 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $50,305,057 | 323,422 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $48,732,780 | 320,126 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $41,232,563 | 324,487 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $25,503,174 | 264,913 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,532,447 | 260,817 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,165,242 | 235,091 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||