Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$74,074,451
+$8,252,622 QoQ
Shares Held
226,299
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
4.03%
of 13F equity value
Holder Rank
#488
of 5,072 holders
Holding Since
Jun 2020
20 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, 2026Main Street Research LLC holds $171,527,860 across 8 Banks - Diversified names. JPM ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
226,299 | $74,074,451 | |
| 2 | RY |
Royal Bank Of Canada
|
227,136 | $47,010,337 | |
| 3 | BCS |
Barclays PLC
|
1,621,490 | $43,553,221 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
48,542 | $4,011,510 | |
| 5 | C |
Citigroup Inc
|
5,803 | $812,187 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,772 | $739,039 | |
| 7 | BAC |
Bank Of America Corp /De/
|
11,869 | $676,295 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
32,721 | $650,820 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,074,451 | 226,299 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $65,821,829 | 223,762 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $71,506,740 | 221,919 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $70,884,375 | 224,723 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,022,754 | 224,286 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $53,640,977 | 218,675 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $51,471,729 | 214,725 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $44,398,049 | 210,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,372,687 | 204,552 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $38,814,734 | 193,783 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $30,593,335 | 179,855 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,735,742 | 149,881 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,151,075 | 83,547 | Shares | Sole | 2023-08-08 | |
| 2021-12-31 | $30,592,586 | 193,196 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $29,994,064 | 183,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,460,898 | 176,552 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $25,474,777 | 167,344 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $20,425,740 | 160,744 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,347,118 | 149,030 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,249,761 | 140,865 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||