Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$768,243
+$118,738 QoQ
Shares Held
2,347
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,915
of 5,057 holders
Holding Since
Mar 2020
26 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, 2026Clean Yield Group holds $1,084,845 across 8 Banks - Diversified names. JPM ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,347 | $768,243 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
916 | $132,462 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,568 | $129,579 | |
| 4 | UBS |
UBS Group AG
|
591 | $29,289 | |
| 5 | RY |
Royal Bank Of Canada
|
39 | $8,071 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
339 | $6,742 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
250 | $5,895 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48 | $4,564 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,243 | 2,347 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $649,505 | 2,208 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $711,461 | 2,208 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $649,785 | 2,060 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $566,484 | 1,954 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $479,316 | 1,954 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $468,393 | 1,954 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $362,257 | 1,718 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $358,606 | 1,773 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $344,115 | 1,718 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $353,467 | 2,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $301,351 | 2,078 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $323,604 | 2,225 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $289,939 | 2,225 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $316,610 | 2,361 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $179,426 | 1,717 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $193,351 | 1,717 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $196,164 | 1,439 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $396,191 | 2,502 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $308,228 | 1,883 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $272,506 | 1,752 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $261,378 | 1,717 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $224,532 | 1,767 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $164,044 | 1,704 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $153,317 | 1,630 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $166,285 | 1,847 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||