Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$108,127,900
+$8,512,087 QoQ
Shares Held
330,333
-2.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
5.66%
of 13F equity value
Holder Rank
#386
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WATERS PARKERSON & CO., LLC holds $172,003,651 across 4 Banks - Diversified names. JPM ranks #1 (62.9% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,127,900 | 330,333 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $99,615,813 | 338,645 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $110,362,283 | 342,506 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $109,607,508 | 347,486 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $101,851,471 | 351,321 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $87,131,541 | 355,204 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,035,514 | 358,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $76,088,831 | 360,850 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,059,521 | 366,160 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,849,506 | 373,687 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $64,840,248 | 381,189 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $56,394,797 | 388,876 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $56,472,315 | 388,286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,916,286 | 390,732 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $52,285,053 | 389,896 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $40,843,198 | 390,844 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $43,715,427 | 388,202 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $51,762,476 | 379,713 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $58,896,382 | 371,938 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $61,017,739 | 372,764 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $58,151,273 | 373,867 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $57,480,221 | 377,588 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $48,111,751 | 378,624 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $35,691,043 | 370,739 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $35,031,612 | 372,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,524,381 | 372,369 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||