Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$90,616,400
+$9,132,904 QoQ
Shares Held
276,835
-0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#426
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch Group, LLC holds $100,197,502 across 7 Banks - Diversified names. JPM ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
276,835 | $90,616,400 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
16,936 | $2,449,114 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,719 | $2,042,778 | |
| 4 | BAC |
Bank Of America Corp /De/
|
31,739 | $1,808,488 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
67,195 | $1,683,906 | |
| 6 | RY |
Royal Bank Of Canada
|
6,475 | $1,340,130 | |
| 7 | C |
Citigroup Inc
|
1,834 | $256,686 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,616,400 | 276,835 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $81,483,496 | 277,004 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $90,556,386 | 281,039 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $89,951,803 | 285,172 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $82,778,872 | 285,533 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $69,701,259 | 284,147 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $72,169,729 | 301,071 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $64,509,875 | 305,937 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $62,511,082 | 309,063 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $63,101,911 | 315,037 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $55,872,066 | 328,466 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $47,532,480 | 327,765 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $48,022,251 | 330,186 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $42,258,490 | 324,292 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $41,515,348 | 309,585 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $31,466,831 | 301,118 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $31,203,104 | 277,090 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $31,719,482 | 232,684 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,059,559 | 44,582 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,024,101 | 42,911 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,123,765 | 39,371 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,733,134 | 37,661 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,110,079 | 32,345 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,834,285 | 29,441 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,532,001 | 26,919 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,204,204 | 24,483 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||