Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$313,582
+$23,247 QoQ
Shares Held
958
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4,661
of 5,076 holders
Holding Since
Sep 2023
12 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, 2026ZEVIN ASSET MANAGEMENT LLC holds $962,440 across 3 Banks - Diversified names. JPM ranks #2 (32.6% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,582 | 958 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $290,335 | 987 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $338,653 | 1,051 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $385,455 | 1,222 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $318,031 | 1,097 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $257,565 | 1,050 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $362,441 | 1,512 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $353,823 | 1,678 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $337,369 | 1,668 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $390,384 | 1,949 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $391,910 | 2,304 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $304,396 | 2,099 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||