Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,267,134
+$4,292,994 QoQ
Shares Held
132,182
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#654
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, 2026Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. JPM ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
132,182 | $43,267,134 | |
| 2 | C |
Citigroup Inc
|
88,631 | $12,404,794 | |
| 3 | BAC |
Bank Of America Corp /De/
|
206,934 | $11,791,099 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,676 | $11,460,184 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,031 | $1,305,972 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
8,494 | $807,694 | |
| 7 | RY |
Royal Bank Of Canada
|
2,702 | $559,232 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
20,926 | $524,405 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,267,134 | 132,182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,974,140 | 132,493 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $42,595,550 | 132,194 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $41,327,007 | 131,018 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $35,830,266 | 123,591 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $30,777,545 | 125,469 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,410,329 | 126,863 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $25,224,127 | 119,625 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,284,549 | 120,066 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,965,093 | 119,646 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,786,067 | 128,078 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $17,932,013 | 123,652 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $18,209,669 | 125,204 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $9,615,314 | 73,788 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,674,644 | 72,145 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $6,919,676 | 66,217 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $7,687,096 | 68,263 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,103,585 | 66,781 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,935,334 | 69,058 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,312,961 | 63,003 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,882,389 | 63,536 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,237,164 | 60,679 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,752,753 | 53,142 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,963,777 | 51,561 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,835,624 | 51,410 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,446,041 | 49,384 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||