Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,819,852
+$2,180,098 QoQ
Shares Held
51,385
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#1,096
of 5,056 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, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. JPM ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,819,852 | 51,385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,639,754 | 49,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,843,235 | 49,169 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,823,970 | 69,188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,954,482 | 89,526 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,072,741 | 85,906 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $20,403,396 | 85,117 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,530,056 | 83,136 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,383,060 | 81,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $15,271,472 | 76,243 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,945,460 | 76,105 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,840,099 | 74,749 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,211,196 | 70,209 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,949,563 | 45,657 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,666,529 | 42,256 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,151,053 | 39,723 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,224,901 | 37,518 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,602,299 | 33,761 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,659,132 | 29,423 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,351,371 | 26,583 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,028,174 | 25,898 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,597,956 | 23,635 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,001,393 | 23,620 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,244,535 | 23,315 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $121,713 | 1,294 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $166,285 | 1,847 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||