Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,992,716
+$1,094,677 QoQ
Shares Held
36,638
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,315
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026PRIVATE TRUST CO NA holds $22,779,244 across 18 Banks - Diversified names. JPM ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
36,638 | $11,992,716 | |
| 2 | BAC |
Bank Of America Corp /De/
|
83,598 | $4,763,414 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,549 | $1,780,809 | |
| 4 | C |
Citigroup Inc
|
12,365 | $1,730,605 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,738 | $974,382 | |
| 6 | UBS |
UBS Group AG
|
7,185 | $356,088 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,967 | $299,893 | |
| 8 | RY |
Royal Bank Of Canada
|
1,069 | $221,250 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,992,716 | 36,638 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $10,898,039 | 37,048 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $11,843,840 | 36,757 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $11,881,932 | 37,669 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $12,225,794 | 42,171 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $10,036,694 | 40,916 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $9,448,169 | 39,415 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $8,833,347 | 41,892 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,547,103 | 42,258 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $8,814,201 | 44,005 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $7,933,464 | 46,640 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $7,103,514 | 48,983 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $6,946,214 | 47,760 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $6,000,645 | 46,049 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $5,800,361 | 43,254 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $4,751,719 | 45,471 | Shares | Defined | 2022-10-17 | |
| 2022-03-31 | $11,267,256 | 82,653 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $13,748,105 | 86,821 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $14,795,448 | 90,387 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $13,798,420 | 88,713 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $12,387,868 | 81,376 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $10,265,477 | 80,786 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $8,448,366 | 87,757 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $7,590,924 | 80,703 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $6,596,588 | 73,271 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||