Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,961,647
+$5,548,359 QoQ
Shares Held
24,323
+196.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,665
of 5,072 holders
Holding Since
Jun 2020
22 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, 2026Edgestream Partners, L.P. holds $23,939,221 across 6 Banks - Diversified names. JPM ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
77,140 | $11,155,215 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
24,323 | $7,961,647 | |
| 3 | C |
Citigroup Inc
|
13,224 | $1,850,831 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,925 | $1,481,322 | |
| 5 | RY |
Royal Bank Of Canada
|
3,728 | $771,584 | |
| 6 | TD |
Toronto Dominion Bank
|
5,918 | $718,622 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,961,647 | 24,323 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,413,288 | 8,204 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,914,367 | 24,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,291,283 | 7,264 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,983,797 | 58,583 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $9,005,185 | 37,567 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,037,118 | 9,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,201,019 | 5,938 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,947,610 | 24,701 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,066,938 | 29,788 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,381,170 | 9,524 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $399,378 | 2,746 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,783,683 | 13,688 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,645,248 | 15,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,935,832 | 34,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,822,134 | 50,045 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,275,747 | 83,838 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,829,182 | 29,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,551,522 | 67,838 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,727,201 | 11,346 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,282,304 | 17,961 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $2,192,350 | 23,308 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||