Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,702,436
+$1,437,254 QoQ
Shares Held
8,256
+92.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,685
of 5,058 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. JPM ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,702,436 | 8,256 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,265,182 | 4,301 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,188,215 | 12,998 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,822,293 | 15,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,392,136 | 15,150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,423,073 | 9,878 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,386,552 | 9,956 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,128,420 | 10,094 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,886,276 | 9,326 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,867,997 | 9,326 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,558,286 | 9,161 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,304,454 | 8,995 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,308,232 | 8,995 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,172,138 | 8,995 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,206,229 | 8,995 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $933,289 | 8,931 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,108,983 | 9,848 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $336,574 | 2,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,360,543 | 8,592 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,542,941 | 9,426 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,383,994 | 8,898 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||