Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$31,561,158
+$4,005,132 QoQ
Shares Held
96,420
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#772
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. JPM ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,561,158 | 96,420 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $27,556,026 | 93,677 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,107,895 | 87,232 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,339,895 | 86,675 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,564,364 | 84,731 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,520,080 | 83,653 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,787,820 | 82,549 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,572,650 | 83,338 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $17,091,981 | 84,505 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,989,548 | 79,828 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,401,328 | 78,785 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $12,099,598 | 83,434 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,869,403 | 88,486 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,428,447 | 87,702 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,906,889 | 81,334 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,364,911 | 80,047 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,689,212 | 77,162 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,478,373 | 76,866 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $12,004,196 | 75,808 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,333,550 | 75,347 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,672,965 | 75,048 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,570,545 | 76,007 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,300,557 | 33,844 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,160,159 | 32,826 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,884,253 | 51,927 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,457,655 | 49,513 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||