Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$36,113,990
+$5,169,536 QoQ
Shares Held
110,329
+4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#710
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $63,167,428 across 12 Banks - Diversified names. JPM ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
110,329 | $36,113,990 | |
| 2 | BAC |
Bank Of America Corp /De/
|
162,148 | $9,239,192 | |
| 3 | C |
Citigroup Inc
|
40,354 | $5,647,945 | |
| 4 | RY |
Royal Bank Of Canada
|
21,886 | $4,529,744 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
27,510 | $3,978,220 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
26,292 | $2,172,770 | |
| 7 | TD |
Toronto Dominion Bank
|
5,490 | $666,650 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,700 | $653,790 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,113,990 | 110,329 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $30,944,454 | 105,196 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $34,731,448 | 107,788 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $33,838,067 | 107,276 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $31,329,993 | 108,068 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,659,605 | 104,605 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $25,403,986 | 105,978 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||