Position in JPM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,285,166
-$699,767 QoQ
Shares Held
24,766
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $11,505,094 across 15 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
24,766 | $7,285,166 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,179 | $1,909,976 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
7,000 | $830,410 | |
| 4 | C |
Citigroup Inc
|
6,776 | $768,466 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,535 | $599,861 | |
| 6 | TD |
Toronto Dominion Bank
|
407 | $37,977 | |
| 7 | RY |
Royal Bank Of Canada
|
95 | $15,369 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,317 | $14,855 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,285,166 | 24,766 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,984,933 | 24,781 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,965,956 | 22,084 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,316,559 | 21,788 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,271,006 | 21,488 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,044,217 | 21,043 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,304,496 | 20,414 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,160,083 | 20,568 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,174,852 | 20,843 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $3,593,872 | 21,128 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $3,136,347 | 21,627 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $3,161,429 | 21,737 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $1,949,567 | 14,961 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $2,000,235 | 14,916 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $1,693,631 | 16,207 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $1,830,137 | 16,252 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $2,239,464 | 16,428 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $2,553,868 | 16,128 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||