Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,179,635
+$553,249 QoQ
Shares Held
31,099
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,427
of 5,058 holders
Holding Since
Sep 2021
11 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, 2026LEUTHOLD GROUP, LLC holds $50,643,207 across 9 Banks - Diversified names. JPM ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
80,600 | $11,280,776 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
31,099 | $10,179,635 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
83,342 | $9,584,330 | |
| 4 | BAC |
Bank Of America Corp /De/
|
156,480 | $8,916,230 | |
| 5 | BCS |
Barclays PLC
|
316,950 | $8,513,277 | |
| 6 | SAN |
Banco Santander, S.A.
|
67,213 | $927,539 | |
| 7 | UBS |
UBS Group AG
|
11,983 | $593,877 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
4,368 | $360,971 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,179,635 | 31,099 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,626,386 | 32,725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,371,617 | 32,188 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,082,089 | 31,963 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,953,000 | 30,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,701,929 | 31,398 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,059,529 | 33,622 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,345,940 | 34,838 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,099,959 | 30,159 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $4,606,876 | 29,093 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,847,351 | 29,613 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||