Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$67,412,958
+$10,462,994 QoQ
Shares Held
205,948
+6.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#92
of 2,091 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. JPM ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,412,958 | 205,948 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $56,949,964 | 193,602 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $62,332,170 | 193,446 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $59,424,173 | 188,391 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $54,338,121 | 187,431 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $45,974,616 | 187,422 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $41,540,065 | 173,293 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $36,687,953 | 173,992 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $39,739,033 | 196,475 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $40,860,799 | 203,998 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $36,396,977 | 213,974 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $35,717,555 | 246,294 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $35,005,371 | 240,686 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $30,914,223 | 237,236 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $30,639,704 | 228,484 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $27,872,762 | 266,725 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $30,172,948 | 267,942 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $30,923,783 | 226,847 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $36,222,720 | 228,751 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $35,853,184 | 219,031 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $29,596,773 | 190,284 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $27,067,102 | 177,804 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $24,662,253 | 194,084 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $18,858,426 | 195,891 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $16,880,101 | 179,461 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,165,340 | 124,018 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||