Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$827,817
+$202,433 QoQ
Shares Held
2,529
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#3,851
of 5,058 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SOUTHERN MICHIGAN BANK & TRUST holds $1,058,046 across 12 Banks - Diversified names. JPM ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,529 | $827,817 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,931 | $110,028 | |
| 3 | RY |
Royal Bank Of Canada
|
356 | $73,681 | |
| 4 | BNS |
Bank Of Nova Scotia
|
340 | $29,525 | |
| 5 | C |
Citigroup Inc
|
38 | $5,318 | |
| 6 | BCS |
Barclays PLC
|
78 | $2,095 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
81 | $2,029 | |
| 8 | UBS |
UBS Group AG
|
39 | $1,932 |
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,817 | 2,529 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $625,384 | 2,126 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||