Position in JPM
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$11,922,340
+$1,871,776 QoQ
Shares Held
36,423
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,321
of 5,072 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rehmann Capital Advisory Group holds $26,566,851 across 16 Banks - Diversified names. JPM ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
36,423 | $11,922,340 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
41,745 | $3,449,806 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,599 | $2,484,271 | |
| 4 | C |
Citigroup Inc
|
10,827 | $1,515,346 | |
| 5 | BCS |
Barclays PLC
|
52,498 | $1,410,096 | |
| 6 | UBS |
UBS Group AG
|
21,270 | $1,054,141 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
46,523 | $925,342 | |
| 8 | ING |
Ing Groep NV
|
22,251 | $698,236 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,922,340 | 36,423 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $10,050,564 | 34,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,751,192 | 33,366 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $10,556,495 | 33,467 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,677,485 | 33,381 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,849,109 | 31,998 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,183,629 | 29,968 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,022,583 | 28,562 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,988,311 | 29,607 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,467,589 | 27,297 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,522,959 | 26,590 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,788,212 | 26,122 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,822,017 | 26,279 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $3,202,628 | 24,577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,228,457 | 24,075 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,537,782 | 24,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,610,862 | 23,185 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,175,710 | 23,296 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $3,629,540 | 22,921 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $3,772,890 | 23,049 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,541,801 | 22,771 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,718,065 | 24,424 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $2,913,969 | 22,932 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $2,297,194 | 23,862 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,213,890 | 23,537 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $2,277,308 | 25,295 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||