Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,214,652
+$1,236,451 QoQ
Shares Held
34,261
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,357
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $25,995,745 across 6 Banks - Diversified names. JPM ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
34,261 | $11,214,652 | |
| 2 | BAC |
Bank Of America Corp /De/
|
111,611 | $6,359,594 | |
| 3 | C |
Citigroup Inc
|
34,632 | $4,847,094 | |
| 4 | UBS |
UBS Group AG
|
30,541 | $1,513,611 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,018 | $1,489,007 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,954 | $571,787 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,214,652 | 34,261 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,978,201 | 33,921 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,349,232 | 35,222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,933,977 | 37,834 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,652,931 | 40,195 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,316,493 | 37,980 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,632,506 | 40,184 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,827,966 | 37,124 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,827,083 | 33,754 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,133,185 | 30,620 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,109,973 | 30,041 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,143,858 | 35,470 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,141,012 | 35,348 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,634,214 | 35,563 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,175,321 | 38,593 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,368,726 | 41,806 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,432,892 | 39,365 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,729,076 | 34,691 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $5,467,983 | 34,531 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,445,801 | 33,269 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,057,382 | 32,515 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,674,678 | 30,708 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,816,801 | 30,037 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,016,812 | 31,337 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,987,532 | 31,762 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,818,299 | 31,304 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||