Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$31,749,697
+$3,117,930 QoQ
Shares Held
96,996
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#769
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $71,619,445 across 18 Banks - Diversified names. JPM ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
96,996 | $31,749,697 | |
| 2 | BAC |
Bank Of America Corp /De/
|
168,299 | $9,589,676 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
52,966 | $4,377,109 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,811 | $3,154,088 | |
| 5 | SAN |
Banco Santander, S.A.
|
199,017 | $2,746,433 | |
| 6 | ING |
Ing Groep NV
|
75,736 | $2,376,595 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,879 | $2,365,743 | |
| 8 | C |
Citigroup Inc
|
16,663 | $2,332,151 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,749,697 | 96,996 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $28,631,767 | 97,334 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $31,165,761 | 96,722 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $30,815,617 | 97,694 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $28,025,886 | 96,671 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $22,680,682 | 92,461 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $21,756,797 | 90,763 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $18,313,822 | 86,853 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $16,481,155 | 81,485 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $16,101,715 | 80,388 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $13,075,585 | 76,870 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $9,892,827 | 68,217 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $9,302,195 | 63,959 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $8,054,199 | 61,808 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $8,006,305 | 59,704 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $5,426,579 | 51,929 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,203,706 | 46,210 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,463,066 | 47,411 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $6,955,363 | 43,924 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $6,650,887 | 40,631 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $6,298,591 | 40,495 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $6,027,697 | 39,596 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $4,539,956 | 35,728 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $3,739,414 | 38,843 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $3,946,380 | 41,956 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $4,147,410 | 46,067 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||