Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,286,603
+$2,421,973 QoQ
Shares Held
61,976
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,002
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF NOVA SCOTIA TRUST CO holds $331,429,488 across 8 Banks - Diversified names. JPM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
568,025 | $117,564,133 | |
| 2 | TD |
Toronto Dominion Bank
|
719,332 | $87,348,484 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
446,227 | $78,848,310 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
61,976 | $20,286,603 | |
| 5 | BNS |
Bank Of Nova Scotia
|
215,934 | $18,751,708 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
69,151 | $7,952,365 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,171 | $465,583 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,569 | $212,302 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,286,603 | 61,976 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $17,864,630 | 60,731 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,465,481 | 63,514 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $19,971,134 | 63,314 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $18,919,816 | 65,261 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $15,888,325 | 64,771 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $16,020,537 | 66,833 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,366,945 | 68,135 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $14,075,273 | 69,590 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,718,644 | 73,483 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $12,657,140 | 74,410 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,584,574 | 72,987 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,055,039 | 76,011 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $9,239,499 | 70,904 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $22,835,620 | 170,288 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $17,741,905 | 169,779 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $18,932,330 | 168,123 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $22,584,815 | 165,675 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $32,110,053 | 202,779 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $33,610,958 | 205,333 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,809,018 | 204,507 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,765,546 | 110,133 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $14,182,027 | 111,608 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,237,000 | 75,174 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,281,560 | 77,414 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $6,452,359 | 71,669 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||