Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,115,526
+$315,712 QoQ
Shares Held
9,518
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,534
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026South Street Advisors LLC holds $3,420,638 across 2 Banks - Diversified names. JPM ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,518 | $3,115,526 | |
| 2 | C |
Citigroup Inc
|
2,180 | $305,112 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,115,526 | 9,518 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,799,814 | 9,518 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,035,634 | 9,421 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,960,941 | 9,387 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,553,237 | 8,807 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,154,224 | 8,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,141,089 | 8,932 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,988,831 | 9,432 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,494,270 | 12,332 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,467,095 | 12,317 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,095,121 | 12,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,457,015 | 10,047 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,370,626 | 9,424 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,306,227 | 10,024 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,236,938 | 9,224 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,031,519 | 9,871 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,112,474 | 9,879 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,275,818 | 9,359 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,443,201 | 9,114 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,372,376 | 8,384 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $608,472 | 3,912 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $565,077 | 3,712 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $458,976 | 3,612 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $309,219 | 3,212 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $287,541 | 3,057 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $221,653 | 2,462 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||