TOBAM

Position in JPM — Jpmorgan Chase & Co

CIK 1527488 PARIS, I0

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$202,617

+$32,593 QoQ

Shares Held

619

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#4,929

of 5,058 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TOBAM holds $1,702,282 across 6 Banks - Diversified names. JPM ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	6,807	$984,360
2	BAC	Bank Of America Corp /De/	8,058	$459,144
3	JPM	Jpmorgan Chase & Co This page	619	$202,617
4	TD	Toronto Dominion Bank	177	$21,493
5	WFC	Wells Fargo & Company/Mn	240	$19,833
6	CM	Canadian Imperial Bank Of Commerce /Can/	129	$14,835

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,617	619	+7.1%	Shares	Sole	2026-07-31
2026-03-31	$170,024	578	-4.9%	Shares	Sole	2026-05-12
2025-12-31	$195,909	608	+6.1%	Shares	Sole	2026-03-02
2025-09-30	$180,741	573	0.0%	Shares	Sole	2025-11-07
2025-06-30	$166,118	573	-66.9%	Shares	Sole	2025-08-08
2024-12-31	$415,177	1,732	-8.3%	Shares	Sole	2025-01-28
2024-09-30	$398,314	1,889	+19.9%	Shares	Sole	2024-10-09
2024-06-30	$318,761	1,576	-26.1%	Shares	Sole	2024-08-01
2024-03-31	$427,440	2,134	+25.3%	Shares	Sole	2024-05-02
2023-12-31	$289,680	1,703	+1240.9%	Shares	Sole	2024-01-26
2023-09-30	$18,417	127	-98.2%	Shares	Sole	2023-10-31
2022-03-31	$976,187	7,161	+139.3%	Shares	Sole	2022-04-25
2021-12-31	$473,783	2,992	+22.4%	Shares	Sole	2022-02-15
2021-09-30	$400,058	2,444	+38.5%	Shares	Sole	2021-11-12
2021-06-30	$274,528	1,765	+31.8%	Shares	Sole	2021-08-11
2021-03-31	$203,835	1,339	+23.3%	Shares	Sole	2021-05-11
2020-12-31	$137,998	1,086	+154.9%	Shares	Sole	2021-02-03
2020-09-30	$41,011	426	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.