Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,029,035
+$1,158,360 QoQ
Shares Held
42,859
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#1,204
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, 2026PLIMOTH TRUST CO LLC holds $21,700,385 across 5 Banks - Diversified names. JPM ranks #1 (64.6% 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 | $14,029,035 | 42,859 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,870,675 | 43,754 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,848,048 | 42,977 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,677,043 | 43,360 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,191,484 | 45,502 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,234,248 | 45,798 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,321,022 | 47,228 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,103,356 | 47,915 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,704,812 | 52,926 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,208,386 | 55,958 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $9,890,293 | 58,144 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,601,280 | 59,311 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,732,653 | 60,043 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $7,831,890 | 60,102 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,156,095 | 60,821 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,554,658 | 62,724 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,206,025 | 63,991 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,830,809 | 64,780 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,136,616 | 64,014 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $10,291,189 | 62,870 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,683,297 | 62,256 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $9,254,213 | 60,791 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,707,811 | 60,658 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $5,798,630 | 60,233 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,572,301 | 59,242 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,666,884 | 51,837 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||