Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,767,076
+$26,398,286 QoQ
Shares Held
84,829
+1896.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#830
of 5,058 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SUMMITRY LLC holds $102,453,426 across 6 Banks - Diversified names. JPM ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
873,433 | $72,180,503 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
84,829 | $27,767,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,625 | $947,292 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
29,836 | $747,690 | |
| 5 | C |
Citigroup Inc
|
3,226 | $451,510 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,485 | $359,355 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,767,076 | 84,829 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,368,790 | 4,248 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,225,760 | 3,886 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $878,137 | 3,029 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $696,406 | 2,839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $670,948 | 2,799 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $741,383 | 3,516 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $534,775 | 2,644 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $627,940 | 3,135 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $469,986 | 2,763 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $394,599 | 2,721 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $395,742 | 2,721 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $354,573 | 2,721 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,020 | 2,983 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $293,645 | 2,810 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $252,737 | 1,854 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $488,193 | 3,083 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $553,356 | 3,635 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $538,776 | 4,240 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $405,007 | 4,207 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $348,680 | 3,707 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $330,860 | 3,675 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||