Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,771,010
+$2,525,756 QoQ
Shares Held
81,786
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#847
of 5,048 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, 2026MOTCO holds $38,322,859 across 13 Banks - Diversified names. JPM ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
81,786 | $26,771,010 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
67,108 | $9,704,487 | |
| 3 | BNS |
Bank Of Nova Scotia
|
14,390 | $1,249,627 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,883 | $335,213 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,719 | $142,058 | |
| 6 | C |
Citigroup Inc
|
507 | $70,959 | |
| 7 | ING |
Ing Groep NV
|
371 | $11,641 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
111 | $10,554 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,771,010 | 81,786 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $24,245,254 | 82,422 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,809,991 | 83,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,684,430 | 84,597 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,070,256 | 86,476 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,613,382 | 88,110 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,695,503 | 94,679 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,652,681 | 97,945 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,432,885 | 105,967 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $21,347,172 | 106,576 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,617,614 | 109,451 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,002,433 | 117,242 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,392,878 | 119,588 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,876,839 | 121,839 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,205,984 | 120,850 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,029,060 | 124,680 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,964,202 | 124,005 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $16,180,093 | 118,692 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,472,160 | 116,654 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,329,660 | 118,087 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $18,357,764 | 118,026 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,593,220 | 115,570 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $15,140,517 | 119,151 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $11,823,495 | 122,816 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $11,452,180 | 121,754 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $10,105,236 | 112,243 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||