Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$40,433,110
+$3,462,493 QoQ
Shares Held
123,524
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#667
of 5,048 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, 2026Moors & Cabot, Inc. holds $64,171,619 across 11 Banks - Diversified names. JPM ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
123,524 | $40,433,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
126,214 | $7,191,673 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
36,544 | $5,284,627 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
43,063 | $3,558,726 | |
| 5 | TD |
Toronto Dominion Bank
|
25,050 | $3,041,821 | |
| 6 | C |
Citigroup Inc
|
13,069 | $1,829,137 | |
| 7 | RY |
Royal Bank Of Canada
|
7,530 | $1,558,484 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,041 | $479,348 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,433,110 | 123,524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,970,617 | 125,682 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,450,058 | 128,639 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $39,556,814 | 125,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,708,984 | 126,622 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $31,295,374 | 127,580 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,031,248 | 133,625 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $28,169,209 | 133,592 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,159,068 | 134,278 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,101,591 | 135,305 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,521,580 | 132,402 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,293,895 | 133,043 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,874,185 | 129,773 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,685,151 | 135,716 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $18,184,362 | 135,603 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,434,689 | 138,131 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,783,328 | 131,279 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $18,058,992 | 132,475 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,177,590 | 127,424 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,392,500 | 124,580 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $18,985,834 | 122,064 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,481,939 | 121,408 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,706,233 | 123,603 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,101,042 | 125,699 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,792,256 | 114,738 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,776,881 | 86,381 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||