Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$29,600,778
+$2,989,595 QoQ
Shares Held
90,431
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#184
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. JPM ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,600,778 | 90,431 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,611,183 | 90,465 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,329,279 | 94,126 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,433,632 | 96,483 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,424,883 | 115,294 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $33,011,001 | 134,574 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,085,353 | 129,679 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $27,109,637 | 128,567 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $25,430,149 | 125,730 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $25,067,545 | 125,150 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $20,988,468 | 123,389 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $17,694,325 | 122,013 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $16,409,268 | 112,825 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $14,834,881 | 113,843 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,433,987 | 107,636 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $10,291,578 | 98,484 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,527,706 | 84,608 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,047,465 | 73,705 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $10,352,131 | 65,375 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,805,522 | 59,903 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,077,781 | 58,363 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $8,616,370 | 56,601 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $7,092,666 | 55,817 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $4,894,944 | 50,846 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $4,468,790 | 47,510 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,424,884 | 49,149 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||