Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,743,352
+$213,282 QoQ
Shares Held
8,381
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#2,658
of 5,048 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, 2026Samalin Investment Counsel, LLC holds $9,264,496 across 7 Banks - Diversified names. JPM ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
72,309 | $4,120,166 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
8,381 | $2,743,352 | |
| 3 | C |
Citigroup Inc
|
5,779 | $808,828 | |
| 4 | ING |
Ing Groep NV
|
17,433 | $547,047 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,722 | $472,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,971 | $377,602 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,104 | $194,635 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,743,352 | 8,381 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,530,070 | 8,601 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,859,380 | 8,874 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,905,425 | 9,211 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,664,562 | 9,191 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,271,968 | 9,262 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,164,341 | 9,029 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,826,680 | 8,663 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,768,359 | 8,743 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,800,296 | 8,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,622,583 | 9,539 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,401,328 | 9,663 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,484,215 | 10,205 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,466,899 | 11,257 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,507,954 | 11,245 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $919,391 | 8,798 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,004,706 | 8,922 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,176,441 | 8,630 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $1,438,451 | 9,084 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $1,291,023 | 7,887 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $1,241,520 | 7,982 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $1,195,462 | 7,853 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $914,649 | 7,198 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $696,609 | 7,236 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $645,721 | 6,865 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $805,498 | 8,947 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||