Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,497,193
+$354,388 QoQ
Shares Held
10,684
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,419
of 5,058 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $7,383,608 across 5 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,497,193 | 10,684 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,142,805 | 10,684 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,442,598 | 10,684 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,581,305 | 14,524 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $4,210,652 | 14,524 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,562,737 | 14,524 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $2,235,056 | 9,324 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,665,794 | 7,900 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,577,628 | 7,800 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,522,280 | 7,600 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,275,750 | 7,500 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,087,650 | 7,500 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $1,090,800 | 7,500 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $977,325 | 7,500 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,005,750 | 7,500 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $783,750 | 7,500 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||