Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,449,287
+$2,679,082 QoQ
Shares Held
62,473
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#996
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2025CallValue
$63,086
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. JPM ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,449,287 | 62,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,770,205 | 60,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,666,014 | 48,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,689,423 | 75,102 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $63,086 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $19,882,897 | 68,583 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $15,046,211 | 61,338 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,541,048 | 60,661 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $12,391,187 | 58,765 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $11,864,571 | 58,660 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $11,501,226 | 57,420 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $8,655,028 | 50,882 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $4,718,805 | 32,539 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,953,931 | 27,186 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,742,112 | 28,717 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,960,911 | 29,537 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,934,151 | 28,078 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,955,674 | 26,247 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,715,128 | 27,253 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,535,935 | 28,645 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,242,517 | 25,918 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,760,646 | 24,178 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,760,994 | 24,706 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,058,193 | 24,067 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,472,694 | 25,685 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,155,995 | 33,553 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,402,720 | 26,688 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||