Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$98,246,135
-$2,450,716 QoQ
Shares Held
300,144
-12.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#408
of 5,056 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, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $175,305,019 across 9 Banks - Diversified names. JPM ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
300,144 | $98,246,135 | |
| 2 | C |
Citigroup Inc
|
494,972 | $69,276,281 | |
| 3 | TD |
Toronto Dominion Bank
|
22,810 | $2,769,818 | |
| 4 | RY |
Royal Bank Of Canada
|
10,498 | $2,172,771 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,700 | $755,508 | |
| 6 | BAC |
Bank Of America Corp /De/
|
12,374 | $705,070 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,993 | $689,195 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,058 | $363,648 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,246,135 | 300,144 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $100,696,851 | 342,320 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $111,356,009 | 345,590 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $108,353,359 | 343,510 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $100,153,758 | 345,465 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $84,531,361 | 344,604 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $81,986,573 | 342,024 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $71,582,963 | 339,481 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $67,956,528 | 335,986 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $68,803,450 | 343,502 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $58,135,587 | 341,773 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $49,996,950 | 344,759 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $60,407,485 | 415,343 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $52,938,046 | 406,247 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $42,995,812 | 320,625 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $33,218,669 | 317,882 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $35,290,397 | 313,386 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $41,927,669 | 307,568 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,314,960 | 305,115 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $48,991,107 | 299,292 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $58,067,592 | 373,329 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $54,348,241 | 357,014 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $42,408,723 | 333,743 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $31,463,250 | 326,823 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $31,064,725 | 330,265 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $26,538,233 | 294,771 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||