Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,354,750
+$1,334,484 QoQ
Shares Held
34,689
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#1,349
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Permanens Capital L.P. holds $23,667,033 across 6 Banks - Diversified names. JPM ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
574,236 | $11,421,554 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
34,689 | $11,354,750 | |
| 3 | UBS |
UBS Group AG
|
5,399 | $267,574 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,526 | $240,197 | |
| 5 | RY |
Royal Bank Of Canada
|
1,087 | $224,976 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,448 | $157,982 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,354,750 | 34,689 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,020,266 | 34,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,840,427 | 27,436 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,662,197 | 21,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,472,341 | 18,876 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,117,115 | 16,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,698,485 | 15,429 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,253,358 | 15,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,063,148 | 29,977 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,362,431 | 26,772 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,718,233 | 27,738 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,103,863 | 21,403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,987,046 | 20,538 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,345,838 | 33,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,265,335 | 24,350 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,873,750 | 27,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,176,817 | 37,091 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,056,245 | 37,091 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,456,365 | 53,403 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,741,537 | 53,403 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,999,733 | 51,432 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,275,832 | 47,795 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,341,133 | 42,033 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||