Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$31,892,416
+$4,245,495 QoQ
Shares Held
97,432
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#770
of 5,057 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, 2026CIDEL ASSET MANAGEMENT INC holds $332,911,297 across 12 Banks - Diversified names. JPM ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
521,130 | $107,858,276 | |
| 2 | TD |
Toronto Dominion Bank
|
448,298 | $54,436,826 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
294,015 | $51,952,450 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
380,736 | $43,784,640 | |
| 5 | JPM |
Jpmorgan Chase & Co
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|
97,432 | $31,892,416 | |
| 6 | BNS |
Bank Of Nova Scotia
|
353,888 | $30,731,633 | |
| 7 | BAC |
Bank Of America Corp /De/
|
77,057 | $4,390,707 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
41,427 | $3,423,527 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,892,416 | 97,432 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $27,646,921 | 93,986 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $27,393,533 | 85,015 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $28,991,802 | 91,912 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $26,923,651 | 92,869 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,663,197 | 100,543 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $23,311,078 | 97,247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $20,709,404 | 98,214 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $19,871,033 | 98,245 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,399,887 | 26,959 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,009,785 | 29,452 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $760,339 | 5,243 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $774,177 | 5,323 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $693,640 | 5,323 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $706,707 | 5,270 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $573,914 | 5,492 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,155,829 | 10,264 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,395,098 | 10,234 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,690,386 | 10,675 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,743,789 | 10,653 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,657,434 | 10,656 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,672,703 | 10,988 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,463,846 | 11,520 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $994,565 | 10,331 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $576,681 | 6,131 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $601,400 | 6,680 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||