Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,272,645
+$376,640 QoQ
Shares Held
9,998
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,489
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plancorp, LLC holds $11,943,596 across 6 Banks - Diversified names. JPM ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
101,568 | $5,787,344 | |
| 2 | JPM |
Jpmorgan Chase & Co
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|
9,998 | $3,272,645 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,013 | $1,736,514 | |
| 4 | C |
Citigroup Inc
|
3,187 | $446,052 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,009 | $354,990 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,393 | $346,051 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,272,645 | 9,998 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,896,005 | 9,845 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,109,423 | 9,650 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,184,581 | 10,096 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,136,826 | 10,820 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,688,978 | 10,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,355,869 | 9,828 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,785,140 | 8,466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,669,049 | 8,252 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,630,642 | 8,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,175,901 | 6,913 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $885,202 | 6,104 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $955,831 | 6,572 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $886,498 | 6,803 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,099,754 | 8,201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $827,431 | 7,918 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $855,723 | 7,599 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $997,589 | 7,318 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,244,155 | 7,857 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,318,359 | 8,054 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,191,125 | 7,658 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,183,436 | 7,774 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,091,023 | 8,586 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $479,424 | 4,980 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $531,721 | 5,653 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $555,845 | 6,174 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||