Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,025,790
+$987,724 QoQ
Shares Held
30,629
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#1,445
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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $19,790,019 across 5 Banks - Diversified names. JPM ranks #1 (50.7% 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 | $10,025,790 | 30,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,038,066 | 30,725 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,063,252 | 31,231 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,016,164 | 31,754 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,186,668 | 31,688 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,757,612 | 31,625 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,599,526 | 31,703 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,979,676 | 33,101 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,749,213 | 33,369 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,678,803 | 33,344 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,674,876 | 33,362 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,823,075 | 33,258 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,758,360 | 32,717 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,393,531 | 33,716 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,457,618 | 33,241 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,503,362 | 33,525 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,671,311 | 32,602 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $4,528,550 | 33,220 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,285,406 | 33,378 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,385,564 | 32,901 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,996,100 | 32,121 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $4,901,044 | 32,195 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,976,020 | 31,290 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,002,853 | 31,192 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,894,696 | 30,775 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,347,892 | 26,079 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||