Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$422,255
+$42,789 QoQ
Shares Held
1,290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4,418
of 5,056 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rock Point Advisors, LLC holds $20,525,414 across 3 Banks - Diversified names. JPM ranks #2 (2.1% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,255 | 1,290 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $379,466 | 1,290 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $305,142 | 947 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $292,088 | 926 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $268,456 | 926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,147 | 926 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $221,971 | 926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,933 | 1,062 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $227,340 | 1,124 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,137 | 1,124 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||