Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,245,974
+$2,624,044 QoQ
Shares Held
80,182
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#861
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, 2026NIXON PEABODY TRUST CO holds $40,757,516 across 4 Banks - Diversified names. JPM ranks #1 (64.4% 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 | $26,245,974 | 80,182 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,621,930 | 80,303 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,783,570 | 83,122 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,858,549 | 85,149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,557,696 | 84,708 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,870,369 | 85,081 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $20,460,207 | 85,354 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,796,162 | 84,398 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,980,940 | 83,956 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $17,373,220 | 86,736 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,203,179 | 83,499 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,104,675 | 14,513 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,888,583 | 19,861 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,912,688 | 30,026 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,938,651 | 29,371 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,194,669 | 30,571 | Shares | Sole | 2023-03-15 | |
| 2022-06-30 | $5,412,712 | 48,066 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,950,820 | 50,989 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,488,985 | 53,609 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,423,487 | 51,460 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $7,712,761 | 49,587 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $7,854,610 | 51,597 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $6,810,570 | 53,597 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $5,144,090 | 53,434 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $4,895,352 | 52,045 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $4,490,066 | 49,873 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||