Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,796,311
+$1,249,355 QoQ
Shares Held
39,093
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,271
of 5,057 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, 2026CHILTON INVESTMENT CO INC. holds $40,101,162 across 5 Banks - Diversified names. JPM ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
170,371 | $24,637,350 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
39,093 | $12,796,311 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,749 | $1,239,258 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,538 | $1,118,780 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,124 | $309,463 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,796,311 | 39,093 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,546,956 | 39,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,557,084 | 42,074 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,646,850 | 40,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,480,938 | 22,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,891,527 | 19,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,720,299 | 15,520 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,257,787 | 15,450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,133,007 | 15,490 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,120,674 | 15,580 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,679,925 | 15,755 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,250,565 | 15,519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,389,433 | 16,429 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,797,365 | 13,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,801,633 | 13,435 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,435,307 | 13,735 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,558,297 | 13,838 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,714,632 | 12,578 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,860,117 | 18,062 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,818,578 | 17,219 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,449,910 | 15,751 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,503,726 | 16,447 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,253,459 | 17,734 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,904,894 | 19,787 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,000,275 | 63,792 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $69,983,380 | 777,334 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||