Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$73,864,305
+$3,791,275 QoQ
Shares Held
225,657
-5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#27
of 862 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $430,790,297 across 18 Banks - Diversified names. JPM ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
225,657 | $73,864,305 | |
| 2 | C |
Citigroup Inc
|
462,377 | $64,714,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,114,193 | $63,486,717 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
433,418 | $41,213,717 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
468,019 | $38,677,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,244,708 | $31,192,382 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
152,878 | $22,107,687 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
855,487 | $17,015,636 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,864,305 | 225,657 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $70,073,030 | 238,214 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $77,975,306 | 241,994 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $78,216,230 | 247,967 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,998,479 | 241,449 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,251,755 | 208,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $46,628,149 | 194,519 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $45,052,347 | 213,660 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $42,820,261 | 211,709 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $40,647,078 | 202,931 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,370,423 | 207,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,277,798 | 167,410 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,901,317 | 164,338 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $19,720,723 | 151,337 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,297,643 | 151,362 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $25,186,694 | 241,021 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,597,378 | 227,310 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $26,885,574 | 197,224 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $33,094,674 | 208,997 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $32,543,045 | 198,809 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $30,330,455 | 195,001 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $29,002,250 | 190,516 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $33,748,393 | 265,589 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $28,077,433 | 291,653 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $28,289,485 | 300,760 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,679,297 | 218,586 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||