Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$52,347,595
+$5,036,960 QoQ
Shares Held
159,923
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#579
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $65,689,889 across 14 Banks - Diversified names. JPM ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
159,923 | $52,347,595 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,942 | $4,213,215 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
40,308 | $3,331,053 | |
| 4 | C |
Citigroup Inc
|
18,581 | $2,600,596 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,580 | $530,602 | |
| 6 | RY |
Royal Bank Of Canada
|
1,905 | $394,277 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
19,666 | $391,156 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,642 | $345,258 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,347,595 | 159,923 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $47,310,635 | 160,833 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,952,589 | 139,509 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $40,622,021 | 128,783 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,915,689 | 127,335 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,000,435 | 122,301 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,134,423 | 125,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,807,570 | 112,907 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,634,916 | 111,910 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,336,953 | 116,510 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $21,344,148 | 125,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,205,752 | 118,644 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $15,546,081 | 106,890 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $12,708,091 | 97,522 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,408,407 | 92,531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,080,527 | 86,895 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,889,410 | 87,820 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,994,796 | 87,990 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $14,321,649 | 90,443 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $15,127,902 | 92,418 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $14,603,028 | 93,886 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $14,823,396 | 97,375 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,363,275 | 97,295 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,530,633 | 98,999 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,446,445 | 100,430 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $9,027,938 | 100,277 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||