Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,222,767
+$1,364,026 QoQ
Shares Held
64,836
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#966
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, 2026Pictet North America Advisors SA holds $39,528,099 across 2 Banks - Diversified names. JPM ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
64,836 | $21,222,767 | |
| 2 | UBS |
UBS Group AG
|
369,357 | $18,305,332 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,222,767 | 64,836 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,858,741 | 67,510 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,652,388 | 70,301 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $22,878,768 | 72,532 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,150,963 | 72,957 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $18,991,371 | 77,421 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $17,770,900 | 74,135 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,081,136 | 81,007 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,206,082 | 80,125 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $15,419,694 | 76,983 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,661,751 | 80,316 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,517,343 | 79,419 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,619,728 | 93,645 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,984,741 | 91,971 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,480,670 | 100,527 | Shares | Sole | 2023-03-22 | |
| 2022-09-30 | $10,984,622 | 105,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,215,594 | 108,477 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,786,221 | 108,467 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $17,564,657 | 110,923 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $18,017,849 | 110,073 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,165,083 | 110,358 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,556,991 | 108,763 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,526,601 | 106,450 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,229,553 | 106,259 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,085,865 | 107,228 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,164,423 | 101,793 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||