Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,408,112
+$676,417 QoQ
Shares Held
31,797
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#1,409
of 5,058 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2025CallValue
$726,352
CallShares
731,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Columbia Asset Management holds $16,773,150 across 6 Banks - Diversified names. JPM ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
31,797 | $10,408,112 | |
| 2 | C |
Citigroup Inc
|
22,127 | $3,096,894 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,097 | $1,604,737 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,468 | $824,386 | |
| 5 | TD |
Toronto Dominion Bank
|
4,135 | $502,113 | |
| 6 | UBS |
UBS Group AG
|
6,798 | $336,908 |
All Filings in JPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,408,112 | 31,797 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,731,695 | 33,083 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,846,569 | 33,662 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,835,335 | 34,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,027,986 | 34,590 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $726,352 | 731,000 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $8,719,188 | 35,545 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,215,411 | 38,444 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $321,547 | 326,000 | Call | Sole | 2025-02-12 | |
| 2021-03-31 | $7,180,080 | 47,166 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $5,898,081 | 46,416 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,308,756 | 44,757 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,989,648 | 42,416 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,771,896 | 41,896 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||