Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,347,807
+$3,207,549 QoQ
Shares Held
65,218
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#962
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026Roundview Capital LLC holds $27,803,532 across 6 Banks - Diversified names. JPM ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
65,218 | $21,347,807 | |
| 2 | BAC |
Bank Of America Corp /De/
|
88,845 | $5,062,388 | |
| 3 | UBS |
UBS Group AG
|
10,022 | $496,690 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,118 | $450,893 | |
| 5 | C |
Citigroup Inc
|
1,730 | $242,130 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,464 | $203,624 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,347,807 | 65,218 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,140,258 | 61,668 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,990,206 | 62,039 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,697,026 | 62,445 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,118,215 | 62,496 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $15,325,362 | 62,476 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,960,301 | 62,410 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,898,517 | 61,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,017,075 | 59,414 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,928,265 | 59,552 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,356,520 | 55,006 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,380,067 | 50,890 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,468,780 | 51,353 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,479,534 | 49,724 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,514,846 | 48,582 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,280,594 | 50,532 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,652,008 | 50,191 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,924,919 | 50,799 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $8,020,269 | 50,649 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,108,384 | 49,535 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,669,210 | 49,307 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,338,399 | 48,206 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,044,719 | 47,570 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,463,269 | 46,362 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,425,523 | 47,050 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,672,917 | 51,904 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||