Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,436,896
+$1,107,768 QoQ
Shares Held
41,050
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,233
of 5,058 holders
Holding Since
Mar 2021
15 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, 2026ALGERT GLOBAL LLC holds $36,473,752 across 7 Banks - Diversified names. JPM ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
41,050 | $13,436,896 | |
| 2 | BAC |
Bank Of America Corp /De/
|
162,088 | $9,235,774 | |
| 3 | C |
Citigroup Inc
|
54,871 | $7,679,745 | |
| 4 | TD |
Toronto Dominion Bank
|
23,657 | $2,872,669 | |
| 5 | RY |
Royal Bank Of Canada
|
11,431 | $2,365,874 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,359 | $525,507 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,022 | $357,287 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,436,896 | 41,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,329,128 | 41,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,980,915 | 27,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,607,540 | 24,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,996,598 | 17,235 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,387,190 | 17,885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,835,360 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,017,406 | 14,310 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $1,754,151 | 12,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $503,126 | 3,861 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $517,760 | 3,861 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $345,686 | 3,308 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $259,852 | 1,641 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $248,086 | 1,595 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $314,507 | 2,066 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||