Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$66,583,177
+$10,429,210 QoQ
Shares Held
203,413
+6.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#515
of 5,056 holders
Holding Since
Jun 2021
19 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, 2026RiverFront Investment Group, LLC holds $90,043,409 across 10 Banks - Diversified names. JPM ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
203,413 | $66,583,177 | |
| 2 | BAC |
Bank Of America Corp /De/
|
224,822 | $12,810,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
27,361 | $3,956,674 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
40,548 | $3,350,886 | |
| 5 | RY |
Royal Bank Of Canada
|
6,167 | $1,276,383 | |
| 6 | C |
Citigroup Inc
|
5,047 | $706,378 | |
| 7 | ING |
Ing Groep NV
|
16,151 | $506,818 | |
| 8 | TD |
Toronto Dominion Bank
|
2,789 | $338,668 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,583,177 | 203,413 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $56,153,967 | 190,896 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,217,201 | 264,469 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $74,611,496 | 236,539 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $64,805,611 | 223,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,519,389 | 165,183 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,798,121 | 153,511 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $30,345,706 | 143,914 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,183,999 | 124,513 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $12,206,682 | 60,942 | Shares | Sole | 2024-08-28 | |
| 2023-12-31 | $9,259,053 | 54,433 | Shares | Sole | 2024-08-28 | |
| 2023-09-30 | $7,344,972 | 50,648 | Shares | Sole | 2024-08-28 | |
| 2023-06-30 | $6,684,422 | 45,960 | Shares | Sole | 2024-08-28 | |
| 2023-03-31 | $240,421 | 1,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $247,414 | 1,845 | Shares | Sole | 2023-02-24 | |
| 2022-03-31 | $204,480 | 1,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $237,525 | 1,500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $245,535 | 1,500 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $233,310 | 1,500 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||