Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$50,407,510
+$5,568,996 QoQ
Shares Held
153,996
+1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#594
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $96,032,273 across 7 Banks - Diversified names. JPM ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
153,996 | $50,407,510 | |
| 2 | BAC |
Bank Of America Corp /De/
|
414,377 | $23,611,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
146,477 | $12,104,859 | |
| 4 | C |
Citigroup Inc
|
64,208 | $8,986,551 | |
| 5 | TD |
Toronto Dominion Bank
|
4,500 | $546,435 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,121 | $306,717 | |
| 7 | SAN |
Banco Santander, S.A.
|
5,000 | $69,000 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,407,510 | 153,996 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $44,838,514 | 152,429 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $48,381,977 | 150,152 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $53,378,326 | 169,224 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $45,980,015 | 158,601 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $40,318,734 | 164,365 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $41,231,318 | 172,005 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $35,121,052 | 166,561 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $33,236,374 | 164,325 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $32,986,004 | 164,683 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $28,203,260 | 165,804 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $24,136,838 | 166,438 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $25,462,762 | 175,074 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,745,480 | 174,549 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,250,660 | 173,383 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,091,458 | 173,124 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $18,361,285 | 163,052 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $21,942,476 | 160,963 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $24,425,170 | 154,248 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $24,485,077 | 149,582 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $20,143,674 | 129,508 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $19,677,554 | 129,262 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $16,521,260 | 130,017 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $12,597,025 | 130,851 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $12,357,038 | 131,374 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $11,775,473 | 130,795 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||