Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$55,996,014
+$4,483,010 QoQ
Shares Held
171,069
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#557
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $103,976,826 across 6 Banks - Diversified names. JPM ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
171,069 | $55,996,014 | |
| 2 | C |
Citigroup Inc
|
152,055 | $21,281,617 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
219,282 | $18,121,463 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
70,388 | $8,094,620 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,890 | $273,312 | |
| 6 | BAC |
Bank Of America Corp /De/
|
3,682 | $209,800 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,996,014 | 171,069 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $51,513,004 | 175,119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,777,741 | 176,208 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $52,704,252 | 167,087 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $49,327,316 | 170,147 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $42,033,381 | 171,355 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $40,881,341 | 170,545 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $36,548,785 | 173,332 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $41,654,637 | 205,946 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $40,844,575 | 203,917 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $34,737,822 | 204,220 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $29,739,251 | 205,070 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $29,924,280 | 205,750 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $27,033,591 | 207,456 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $27,964,811 | 208,537 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $21,719,071 | 207,838 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $23,487,855 | 208,577 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $28,527,686 | 209,270 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $33,182,717 | 209,553 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $33,927,862 | 207,269 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $31,964,092 | 205,504 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $31,258,755 | 205,339 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $19,960,409 | 157,082 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $18,291,492 | 190,002 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $18,585,691 | 197,594 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $17,397,037 | 193,236 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||