Position in JPM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,785,195
+$1,105,567 QoQ
Shares Held
32,949
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#1,389
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, 2026Somerset Trust Co holds $12,878,296 across 2 Banks - Diversified names. JPM ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
32,949 | $10,785,195 | |
| 2 | C |
Citigroup Inc
|
14,955 | $2,093,101 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,785,195 | 32,949 | Shares | Other | 2026-07-06 | |
| 2026-03-31 | $9,679,628 | 32,906 | Shares | Other | 2026-04-02 | |
| 2025-12-31 | $10,804,357 | 33,531 | Shares | Other | 2026-01-09 | |
| 2025-09-30 | $10,785,497 | 34,193 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $10,035,813 | 34,617 | Shares | Other | 2025-07-07 | |
| 2025-03-31 | $8,678,223 | 35,378 | Shares | Other | 2025-04-08 | |
| 2024-12-31 | $8,498,197 | 35,452 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $7,717,264 | 36,599 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $7,565,129 | 37,403 | Shares | Other | 2024-07-09 | |
| 2024-03-31 | $7,504,840 | 37,468 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $6,410,728 | 37,688 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,637,071 | 38,871 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,690,630 | 39,127 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $5,247,843 | 40,272 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $5,604,307 | 41,792 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $4,367,682 | 41,796 | Shares | Other | 2022-10-03 | |
| 2022-06-30 | $4,694,823 | 41,691 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $5,630,015 | 41,300 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $6,641,674 | 41,943 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $6,601,944 | 40,332 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,367,029 | 40,935 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $6,197,435 | 40,711 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $5,153,704 | 40,558 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,899,416 | 40,505 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $3,790,805 | 40,302 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,453,550 | 38,360 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||