Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$36,313,990
+$3,891,087 QoQ
Shares Held
110,940
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#705
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $40,011,292 across 10 Banks - Diversified names. JPM ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
110,940 | $36,313,990 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,095 | $2,227,633 | |
| 3 | RY |
Royal Bank Of Canada
|
4,958 | $1,026,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,520 | $290,892 | |
| 5 | TD |
Toronto Dominion Bank
|
515 | $62,536 | |
| 6 | C |
Citigroup Inc
|
221 | $30,931 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
112 | $16,196 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,313,990 | 110,940 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,422,903 | 110,222 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,873,074 | 111,331 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,897,913 | 110,636 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,117,099 | 110,783 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,384,310 | 111,636 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,336,937 | 109,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,670,300 | 112,256 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,745,983 | 107,515 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,397,648 | 106,828 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,966,302 | 105,622 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,540,778 | 107,163 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,479,615 | 106,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,929,226 | 106,893 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,548,240 | 108,488 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,271,056 | 107,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,663,693 | 103,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,210,133 | 104,241 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,259,219 | 102,679 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,931,766 | 103,438 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,233,087 | 104,366 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,981,105 | 104,980 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,353,405 | 105,087 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,023,439 | 104,118 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,839,992 | 104,614 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,267,508 | 102,938 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||