Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$106,550,497
+$9,967,475 QoQ
Shares Held
325,514
-0.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#393
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $120,924,761 across 5 Banks - Diversified names. JPM ranks #1 (88.1% 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 | $106,550,497 | 325,514 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $96,583,022 | 328,335 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $101,112,635 | 313,800 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $99,697,643 | 316,069 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $90,240,285 | 311,270 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $76,259,109 | 310,881 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $73,486,216 | 306,563 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $62,216,562 | 295,061 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $62,682,395 | 309,910 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $62,165,708 | 310,363 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $51,356,761 | 301,921 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $44,119,724 | 304,232 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $44,379,706 | 305,141 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $40,246,633 | 308,853 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $40,955,078 | 305,407 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $31,868,633 | 304,963 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $34,031,979 | 302,211 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $39,641,446 | 290,797 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $43,183,469 | 272,709 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $43,351,168 | 264,837 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $40,560,787 | 260,774 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $39,850,159 | 261,776 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $31,842,725 | 250,592 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $23,876,210 | 248,013 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $22,772,207 | 242,103 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $22,769,036 | 252,905 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||