Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,834,664
+$567,874 QoQ
Shares Held
14,770
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,136
of 5,058 holders
Holding Since
Mar 2022
18 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, 2026J.Safra Asset Management Corp holds $9,796,447 across 10 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
14,770 | $4,834,664 | |
| 2 | UBS |
UBS Group AG
|
26,778 | $1,327,117 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,846 | $1,244,785 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | SAN |
Banco Santander, S.A.
|
38,805 | $535,509 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
20,702 | $488,153 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,104 | $479,428 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,807 | $149,330 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,834,664 | 14,770 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,266,790 | 14,505 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,659,623 | 14,461 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,233,386 | 13,421 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,646,198 | 12,577 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $2,290,366 | 9,337 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $1,053,285 | 4,394 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $727,888 | 3,452 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $643,389 | 3,181 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $515,371 | 2,573 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $390,549 | 2,296 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $327,310 | 2,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $328,258 | 2,257 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $294,109 | 2,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $302,663 | 2,257 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,000 | 235 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,000 | 254 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,000 | 428 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||