Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,075,578
+$517,275 QoQ
Shares Held
15,506
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,079
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLCM Advisors, Inc. holds $76,543,232 across 6 Banks - Diversified names. JPM ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
244,934 | $34,280,962 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
231,179 | $19,104,632 | |
| 3 | BAC |
Bank Of America Corp /De/
|
301,505 | $17,179,754 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
15,506 | $5,075,578 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,779 | $667,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,622 | $234,557 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,075,578 | 15,506 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,558,303 | 15,496 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,743,722 | 14,722 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,777,818 | 15,147 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,617,396 | 15,927 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,884,080 | 15,834 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,505,279 | 14,623 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,924,417 | 13,869 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,816,672 | 13,926 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,822,827 | 14,093 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,440,800 | 26,107 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,798,363 | 26,192 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,790,748 | 26,064 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,313,783 | 25,430 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,989,909 | 14,839 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,490,379 | 14,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,417,309 | 12,586 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,684,915 | 12,360 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,026,880 | 12,800 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,083,937 | 12,731 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,019,064 | 12,981 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,944,738 | 12,775 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $7,985,714 | 62,845 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,154,829 | 63,933 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,024,731 | 64,052 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,327,402 | 14,744 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||