Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,523,291
+$1,737,633 QoQ
Shares Held
50,479
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,108
of 5,056 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, 2026FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. JPM ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
50,479 | $16,523,291 | |
| 2 | TD |
Toronto Dominion Bank
|
16,839 | $2,044,759 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,772 | $972,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,893 | $791,623 | |
| 5 | C |
Citigroup Inc
|
3,598 | $503,576 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,342 | $338,676 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,523,291 | 50,479 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,785,658 | 50,264 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,737,073 | 51,943 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,968,872 | 53,796 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,223,943 | 55,962 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,163,131 | 57,738 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,748,397 | 61,526 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,917,283 | 61,260 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,699,703 | 62,789 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,703,026 | 63,420 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,789,783 | 63,432 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,891,379 | 68,207 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,104,398 | 62,599 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,671,872 | 51,200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,896,897 | 51,431 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,470,679 | 52,351 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,715,046 | 59,631 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,681,539 | 63,685 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $10,244,928 | 64,698 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $10,865,087 | 66,376 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,328,444 | 72,833 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $11,472,357 | 75,362 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,385,685 | 81,732 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,501,411 | 88,308 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $8,516,474 | 90,543 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $8,853,460 | 98,339 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||