Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,334,349
+$2,411,201 QoQ
Shares Held
373,734
-8.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#365
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $244,287,702 across 13 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
373,734 | $122,334,349 | |
| 2 | BCS |
Barclays PLC
|
2,283,137 | $61,325,059 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
986,652 | $19,624,507 | |
| 4 | ING |
Ing Groep NV
|
618,799 | $19,417,912 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
129,640 | $10,713,449 | |
| 6 | RY |
Royal Bank Of Canada
|
19,105 | $3,954,161 | |
| 7 | BAC |
Bank Of America Corp /De/
|
52,042 | $2,965,352 | |
| 8 | C |
Citigroup Inc
|
12,068 | $1,689,036 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,334,349 | 373,734 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $119,923,148 | 407,680 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $132,509,752 | 411,240 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,132,538 | 412,556 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $121,289,646 | 418,370 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $90,654,049 | 369,564 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $92,214,759 | 384,693 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $86,134,623 | 408,492 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $82,246,197 | 406,636 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $87,266,103 | 435,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,776,407 | 363,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,674,918 | 383,912 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $56,156,711 | 386,116 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $54,242,710 | 416,259 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $53,885,537 | 401,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,380,850 | 395,989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,630,204 | 378,565 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $51,036,163 | 374,385 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $57,682,154 | 364,270 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $59,870,435 | 365,755 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $55,890,032 | 359,329 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $53,991,109 | 354,668 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $44,787,219 | 352,461 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $31,061,899 | 322,654 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $31,011,957 | 329,704 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $27,708,262 | 307,767 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||