Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,376,503
+$3,655,178 QoQ
Shares Held
114,186
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#697
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, 2026Texas Yale Capital Corp. holds $190,527,396 across 8 Banks - Diversified names. JPM ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
2,610,107 | $148,723,896 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
114,186 | $37,376,503 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
12,213 | $2,158,037 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,975 | $779,389 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,170 | $594,550 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,200 | $399,378 | |
| 7 | C |
Citigroup Inc
|
2,015 | $282,019 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,585 | $213,624 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,376,503 | 114,186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,721,325 | 114,636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $36,124,728 | 112,112 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,889,081 | 110,608 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $32,193,055 | 111,045 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27,013,171 | 110,123 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,262,148 | 109,558 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,086,639 | 109,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,011,146 | 108,826 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,906,009 | 109,366 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $18,593,460 | 109,309 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,871,278 | 109,442 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,938,478 | 109,588 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,288,621 | 109,651 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,690,655 | 109,550 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,453,200 | 109,600 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,371,447 | 109,861 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,964,757 | 102,441 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $16,285,505 | 102,845 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,876,275 | 103,099 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $20,423,957 | 131,310 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $19,926,145 | 130,895 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,221,797 | 135,530 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,018,592 | 135,230 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,719,733 | 135,230 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $12,204,826 | 135,564 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||