Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,708,001
+$303,832 QoQ
Shares Held
8,273
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,681
of 5,058 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, 2026Cheviot Value Management, LLC holds $4,820,932 across 7 Banks - Diversified names. JPM ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,932 | $793,845 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,950 | $656,988 | |
| 4 | C |
Citigroup Inc
|
2,883 | $403,504 | |
| 5 | UBS |
UBS Group AG
|
4,869 | $241,307 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
728 | $17,166 | |
| 7 | TD |
Toronto Dominion Bank
|
1 | $121 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,001 | 8,273 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,404,169 | 8,173 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,633,504 | 8,173 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,614,914 | 8,290 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,403,353 | 8,290 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,056,349 | 8,383 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,867,340 | 7,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,668,535 | 7,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,658,329 | 8,199 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,642,259 | 8,199 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,394,649 | 8,199 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,311,125 | 9,041 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,358,555 | 9,341 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $1,199,503 | 9,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,147,627 | 8,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $889,922 | 8,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $963,491 | 8,556 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,171,125 | 8,591 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,410,265 | 8,906 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,469,117 | 8,975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,397,526 | 8,985 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,359,566 | 8,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $928,627 | 7,308 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $668,883 | 6,948 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $638,949 | 6,793 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $586,725 | 6,517 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||