Position in JPM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$13,467,338
-$2,652,361 QoQ
Shares Held
41,143
-17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,231
of 5,058 holders
Holding Since
Dec 2020
10 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, 2026Liontrust Investment Partners LLP holds $135,318,478 across 2 Banks - Diversified names. JPM ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
2,458,659 | $121,851,140 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
41,143 | $13,467,338 |
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,467,338 | 41,143 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $16,119,699 | 50,027 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,854,316 | 43,922 | Shares | Sole | 2025-11-24 | |
| 2022-12-31 | $3,352,500 | 25,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,612,500 | 25,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,815,250 | 25,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,408,000 | 25,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,002,000 | 120,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $18,496,970 | 113,000 | Shares | Sole | 2021-11-22 | |
| 2020-12-31 | $14,193,719 | 111,700 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||