Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,088,685
-$689,800 QoQ
Shares Held
9,436
-26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#2,549
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, 2026Weil Company, Inc. holds $4,531,066 across 5 Banks - Diversified names. JPM ranks #1 (68.2% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,088,685 | 9,436 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,778,485 | 12,845 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,296,803 | 13,335 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,580,674 | 14,522 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,275,302 | 14,747 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,883,099 | 15,830 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,130,443 | 17,231 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,032,275 | 19,123 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,483,295 | 22,166 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,516,965 | 22,551 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,337,908 | 31,381 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,455,507 | 37,619 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,130,105 | 35,273 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,768,173 | 36,591 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,918,117 | 36,675 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,120,683 | 29,863 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,227,515 | 28,661 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,009,809 | 22,079 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,522,792 | 28,562 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,176,696 | 31,625 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,042,762 | 32,421 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,163,793 | 33,921 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,522,294 | 35,589 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,402,470 | 35,343 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,738,696 | 39,748 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,065,341 | 34,048 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||