Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,310,055
+$3,124,839 QoQ
Shares Held
113,983
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#700
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, 2026Stonebridge Capital Advisors LLC holds $48,648,615 across 5 Banks - Diversified names. JPM ranks #1 (76.7% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,310,055 | 113,983 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $34,185,216 | 116,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,782,550 | 117,257 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,662,342 | 119,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,950,969 | 120,558 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $31,745,008 | 129,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,219,052 | 155,267 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,185,779 | 157,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,799,114 | 157,219 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,607,340 | 157,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,379,278 | 155,081 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,319,593 | 153,907 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $22,078,519 | 151,805 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $19,393,906 | 148,829 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,660,266 | 146,609 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,694,581 | 140,618 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,025,101 | 133,426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,336,223 | 127,173 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,780,626 | 118,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,942,697 | 115,723 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,115,432 | 116,468 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,729,923 | 116,468 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,567,304 | 114,640 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $10,782,143 | 111,999 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $10,281,228 | 109,305 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,807,057 | 108,931 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||