GRIMES & Co WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1321993
WESTBOROUGH, MA
Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$30,447,254
+$2,702,377 QoQ
Shares Held
93,017
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#788
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. JPM ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,447,254 | 93,017 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $27,744,877 | 94,319 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $31,520,848 | 97,824 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $30,685,660 | 97,282 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $25,307,402 | 87,294 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $22,128,022 | 90,208 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $21,457,161 | 89,513 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $18,884,409 | 89,559 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $18,572,524 | 91,825 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $18,498,906 | 92,356 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $15,520,433 | 91,243 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $12,851,962 | 88,622 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $12,911,144 | 88,773 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $11,420,628 | 87,642 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $11,343,518 | 84,590 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $8,153,403 | 78,023 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $8,372,440 | 74,349 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $9,797,726 | 71,873 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $9,954,355 | 62,863 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $10,269,910 | 62,740 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $9,534,912 | 61,302 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $8,991,921 | 59,068 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $6,592,517 | 51,881 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,745,725 | 49,296 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,398,903 | 46,767 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,187,655 | 46,514 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||