Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,423,482
+$1,257,757 QoQ
Shares Held
37,954
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,296
of 5,058 holders
Holding Since
Mar 2020
16 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, 2026Cumberland Partners Ltd holds $160,805,046 across 7 Banks - Diversified names. JPM ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
386,426 | $79,978,588 | |
| 2 | BNS |
Bank Of Nova Scotia
|
522,360 | $45,361,742 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
37,954 | $12,423,482 | |
| 4 | TD |
Toronto Dominion Bank
|
97,731 | $11,867,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
38,479 | $6,799,239 | |
| 6 | BAC |
Bank Of America Corp /De/
|
52,675 | $3,001,421 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,940 | $1,373,100 |
All Filings in JPM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,423,482 | 37,954 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $11,165,725 | 37,958 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,481,967 | 29,427 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,947,291 | 12,514 | Shares | Defined | 2025-11-07 | |
| 2024-09-30 | $358,462 | 1,700 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $385,305 | 1,905 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $445,266 | 2,223 | Shares | Defined | 2024-05-09 | |
| 2022-03-31 | $23,504,294 | 172,420 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $36,040,142 | 227,598 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $40,357,441 | 246,548 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $39,084,557 | 251,283 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $38,610,703 | 253,634 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $33,846,999 | 266,365 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $30,263,725 | 314,363 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $25,428,086 | 270,339 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $23,668,436 | 262,895 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||