Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,147,065
+$4,832,257 QoQ
Shares Held
104,320
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#158
of 2,091 holders
Holding Since
Mar 2020
25 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, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. JPM ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
149,157 | $3,517,122 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,147,065 | 104,320 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,314,808 | 99,656 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $33,512,491 | 104,005 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,790,242 | 91,273 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $21,287,134 | 86,780 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,129,577 | 79,803 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $16,207,964 | 76,866 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,367,108 | 75,977 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,597,379 | 37,930 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,306,457 | 37,075 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,684,871 | 32,305 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,689,567 | 32,244 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,609,325 | 35,372 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,229,379 | 31,539 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,408,267 | 32,615 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,563,656 | 31,646 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,085,237 | 29,968 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,497,931 | 28,405 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,090,104 | 31,096 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,257,718 | 33,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,574,510 | 36,619 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,815,444 | 37,896 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,231,495 | 33,567 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,059,677 | 32,529 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,372,290 | 26,350 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||