Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$33,137,252
+$3,570,937 QoQ
Shares Held
101,235
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#748
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $81,101,871 across 13 Banks - Diversified names. JPM ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
101,235 | $33,137,252 | |
| 2 | RY |
Royal Bank Of Canada
|
67,174 | $13,903,002 | |
| 3 | BAC |
Bank Of America Corp /De/
|
215,320 | $12,268,933 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,117 | $6,868,788 | |
| 5 | C |
Citigroup Inc
|
43,230 | $6,050,470 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,484 | $3,685,241 | |
| 7 | BCS |
Barclays PLC
|
107,900 | $2,898,194 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
11,144 | $663,068 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,137,252 | 101,235 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $29,566,315 | 100,511 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $32,362,487 | 100,436 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $31,294,440 | 99,212 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $19,752,148 | 68,132 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $18,552,284 | 75,631 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $17,889,796 | 74,631 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $15,460,887 | 73,323 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $14,432,463 | 71,356 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,669,077 | 58,258 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,586,057 | 79,871 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $12,232,871 | 84,353 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $16,762,832 | 115,256 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $13,994,381 | 107,393 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $14,234,312 | 106,147 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $10,812,719 | 103,471 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $11,668,422 | 103,618 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $13,682,983 | 100,374 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $14,150,789 | 89,364 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $13,886,968 | 84,837 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $13,419,835 | 86,279 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $13,307,337 | 87,416 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,523,810 | 82,819 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $8,417,078 | 87,432 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $6,439,347 | 68,460 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $5,864,374 | 65,138 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||