Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$613,416
+$62,161 QoQ
Shares Held
1,874
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.74%
of 13F equity value
Holder Rank
#4,106
of 5,058 holders
Holding Since
Sep 2025
4 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, 2026GreatBanc Trust CO holds $820,136 across 2 Banks - Diversified names. JPM ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,874 | $613,416 | |
| 2 | C |
Citigroup Inc
|
1,477 | $206,720 |
All Filings in JPM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,416 | 1,874 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $551,255 | 1,874 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $610,284 | 1,894 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $641,584 | 2,034 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||