Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,156,388
+$704,884 QoQ
Shares Held
34,083
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,364
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. JPM ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
|
255 | $6,849 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,156,388 | 34,083 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $10,451,504 | 35,530 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $11,785,195 | 36,575 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $17,018,709 | 53,954 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,175,427 | 59,244 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,679,889 | 55,768 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,083,201 | 58,751 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,474,374 | 63,902 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,344,938 | 61,035 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,750,109 | 33,700 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,832,048 | 34,286 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,056,846 | 34,870 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,194,970 | 35,719 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,190,117 | 32,155 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,028,363 | 30,040 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,151,719 | 30,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,651,693 | 41,308 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,587,483 | 40,988 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,111,201 | 38,593 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,180,279 | 37,756 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,179,169 | 33,298 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,873,338 | 32,013 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,017,825 | 31,619 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,938,159 | 30,520 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,862,338 | 30,431 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,206,634 | 24,510 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||