Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,529,224
+$1,094,042 QoQ
Shares Held
32,167
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#1,400
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026SeaBridge Investment Advisors LLC holds $18,428,066 across 6 Banks - Diversified names. JPM ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
32,167 | $10,529,224 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,119 | $4,280,280 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,346 | $1,433,473 | |
| 4 | C |
Citigroup Inc
|
7,578 | $1,060,616 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,529 | $906,112 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,510 | $218,361 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,529,224 | 32,167 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,435,182 | 32,075 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,188,425 | 28,516 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,238,313 | 29,288 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,370,571 | 28,873 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,881,891 | 28,055 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,419,433 | 26,780 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,036,812 | 23,887 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,910,266 | 24,277 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,865,687 | 24,292 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,250,628 | 24,989 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,615,203 | 24,929 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,633,091 | 24,980 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,228,430 | 24,775 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,525,354 | 26,289 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,027,156 | 28,968 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,306,905 | 29,366 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,905,568 | 28,650 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,459,927 | 28,165 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,112,202 | 31,231 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,881,000 | 31,381 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,139,284 | 33,760 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,331,816 | 34,090 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,325,165 | 34,540 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,283,728 | 34,911 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,139,436 | 34,871 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||