Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$207,199
+$20,996 QoQ
Shares Held
633
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,908
of 5,058 holders
Holding Since
Mar 2020
24 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, 2026TD Capital Management LLC holds $868,880 across 14 Banks - Diversified names. JPM ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,803 | $405,341 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
633 | $207,199 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,837 | $104,672 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
534 | $44,129 | |
| 5 | C |
Citigroup Inc
|
240 | $33,590 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,212 | $24,106 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
748 | $18,744 | |
| 8 | ING |
Ing Groep NV
|
553 | $17,353 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,199 | 633 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $186,203 | 633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,753 | 952 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $334,671 | 1,061 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $316,871 | 1,093 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $164,841 | 672 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $187,692 | 783 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $175,435 | 832 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $157,156 | 777 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $165,648 | 827 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $132,167 | 777 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $171,558 | 1,183 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $171,619 | 1,180 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $153,505 | 1,178 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $166,552 | 1,242 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $122,578 | 1,173 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $188,594 | 1,191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,886 | 1,270 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $197,224 | 1,268 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $192,723 | 1,266 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $157,439 | 1,239 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $118,989 | 1,236 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $106,758 | 1,135 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $93,091 | 1,034 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||