Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,349,561
+$478,416 QoQ
Shares Held
13,288
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,230
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $9,993,300 across 15 Banks - Diversified names. JPM ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,288 | $4,349,561 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
8,411 | $1,216,314 | |
| 3 | C |
Citigroup Inc
|
8,245 | $1,153,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,483 | $882,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,695 | $718,554 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,981 | $378,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,305 | $230,593 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,927 | $221,605 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,349,561 | 13,288 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,871,145 | 13,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,463,069 | 13,851 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,764,657 | 11,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,901,508 | 16,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,284,409 | 17,466 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,994,767 | 16,665 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,259,793 | 20,202 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,088,281 | 20,213 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,028,834 | 20,114 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,594,025 | 15,250 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,198,938 | 15,163 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,121,387 | 14,586 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,773,519 | 13,610 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,696,096 | 12,648 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,637,724 | 15,672 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,693,879 | 15,042 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,139,951 | 15,698 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,611,824 | 16,494 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,876,015 | 23,679 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,380,972 | 21,737 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,317,700 | 21,794 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,589,940 | 20,382 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,267,832 | 23,557 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,830,735 | 30,095 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $2,360,136 | 26,215 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||