Bollard Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1556218 BOSTON, MA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$49,083,788

+$5,969,051 QoQ

Shares Held

149,952

+2.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#608

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 65% None 35%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $60,602,298 across 5 Banks - Diversified names. JPM ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	149,952	$49,083,788
2	BAC	Bank Of America Corp /De/	196,288	$11,184,490
3	C	Citigroup Inc	1,028	$143,878
4	BNY	Bank of New York Mellon Corp	763	$110,337
5	BNS	Bank Of Nova Scotia	919	$79,805

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,083,788	149,952	+2.3%	Shares	Defined	2026-08-12
2026-03-31	$43,114,737	146,569	+15.1%	Shares	Defined	2026-05-14
2025-12-31	$41,044,061	127,379	-9.9%	Shares	Defined	2026-02-13
2025-09-30	$44,597,701	141,387	+5.4%	Shares	Defined	2025-11-14
2025-06-30	$38,894,035	134,159	+9.0%	Shares	Defined	2025-08-13
2025-03-31	$30,190,052	123,074	+0.5%	Shares	Defined	2025-05-15
2024-12-31	$29,353,448	122,454	-16.4%	Shares	Defined	2025-02-14
2024-09-30	$30,903,009	146,557	+4.0%	Shares	Defined	2024-11-13
2024-06-30	$28,499,445	140,905	+0.6%	Shares	Defined	2024-08-14
2024-03-31	$28,055,420	140,067	+0.6%	Shares	Defined	2024-05-13
2023-12-31	$23,681,832	139,223	-4.9%	Shares	Defined	2024-02-13
2023-09-30	$21,236,003	146,435	-1.1%	Shares	Defined	2023-11-14
2023-06-30	$21,525,120	148,000	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$19,152,833	146,979	+5.6%	Shares	Defined	2023-05-12
2022-12-31	$18,672,218	139,241	-0.4%	Shares	Defined	2023-02-10
2022-09-30	$14,601,994	139,732	+0.3%	Shares	Defined	2022-11-09
2022-06-30	$15,687,586	139,309	+0.8%	Shares	Defined	2022-08-12
2022-03-31	$18,845,285	138,243	+0.1%	Shares	Defined	2022-05-12
2021-12-31	$21,869,718	138,110	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$22,549,115	137,755	+6.0%	Shares	Defined	2021-11-12
2021-06-30	$20,216,155	129,974	+5.7%	Shares	Defined	2021-08-12
2021-03-31	$18,719,723	122,970	+0.5%	Shares	Defined	2021-05-11
2020-12-31	$15,550,191	122,375	-4.8%	Shares	Defined	2021-02-04
2020-09-30	$12,376,856	128,564	+0.3%	Shares	Defined	2020-11-12
2020-06-30	$12,055,293	128,166	-8.6%	Shares	Defined	2020-08-13
2020-03-31	$12,623,826	140,218	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.