Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,570,808
+$669,377 QoQ
Shares Held
26,184
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,601
of 5,058 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, 2026Asset Dedication, LLC holds $12,381,109 across 15 Banks - Diversified names. JPM ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,184 | $8,570,808 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,334 | $1,785,411 | |
| 3 | C |
Citigroup Inc
|
10,811 | $1,513,107 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,376 | $278,992 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804 | $116,266 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
294 | $33,810 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,205 | $23,967 | |
| 8 | RY |
Royal Bank Of Canada
|
101 | $20,903 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,570,808 | 26,184 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,901,431 | 26,861 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $9,906,331 | 30,744 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,980,520 | 31,641 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $10,039,583 | 34,630 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $8,122,618 | 33,113 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,701,543 | 40,472 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,215,534 | 48,447 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,818,280 | 53,487 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,678,994 | 53,315 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $8,809,138 | 51,788 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,126,862 | 49,144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,135,286 | 49,060 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $6,008,854 | 46,112 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,712,257 | 42,597 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,086,995 | 39,110 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,619,262 | 41,020 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,421,446 | 39,770 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,618,238 | 41,795 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,682,971 | 40,827 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,147,129 | 33,092 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,925,250 | 25,785 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,030,914 | 31,722 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,907,835 | 30,205 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,327,466 | 35,376 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $2,924,714 | 32,486 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||