Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,791,074
+$6,384,858 QoQ
Shares Held
39,077
+79.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,273
of 5,058 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, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. JPM ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,791,074 | 39,077 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,406,216 | 21,778 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,155,217 | 22,206 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,759,664 | 21,430 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,087,240 | 20,997 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,131,185 | 20,918 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,365,838 | 18,213 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,786,413 | 17,957 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,350,383 | 26,453 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,041,653 | 20,178 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,485,859 | 20,493 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,738,122 | 18,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,568,179 | 17,658 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,167,576 | 16,634 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,432,439 | 18,139 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,961,047 | 18,766 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,086,438 | 18,528 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,430,449 | 17,829 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,822,925 | 11,512 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,278,909 | 7,813 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,346,043 | 8,654 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,150,402 | 7,557 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $826,209 | 6,502 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $585,802 | 6,085 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $606,122 | 6,444 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $477,699 | 5,306 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||