Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,581,603
+$1,076,850 QoQ
Shares Held
29,272
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#1,498
of 5,048 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, 2026MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. JPM ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,272 | $9,581,603 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,414 | $1,273,812 | |
| 3 | BAC |
Bank Of America Corp /De/
|
17,505 | $997,434 | |
| 4 | C |
Citigroup Inc
|
3,645 | $510,154 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
825 | $119,303 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
143 | $13,597 | |
| 7 | RY |
Royal Bank Of Canada
|
57 | $11,797 | |
| 8 | TD |
Toronto Dominion Bank
|
96 | $11,657 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,581,603 | 29,272 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,504,753 | 28,912 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,275,424 | 28,786 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $8,964,836 | 28,421 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $8,158,357 | 28,141 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,031,033 | 28,663 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,884,471 | 28,720 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,109,457 | 28,974 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,802,434 | 28,688 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,707,748 | 28,496 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,043,635 | 29,651 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,265,038 | 29,410 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,217,760 | 29,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,989,310 | 30,614 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,065,643 | 30,318 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,130,193 | 29,954 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,877,410 | 25,552 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,429,811 | 25,160 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,944,656 | 24,911 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,840,658 | 23,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,011,721 | 19,363 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,759,625 | 18,128 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,001,352 | 15,750 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,277,406 | 13,269 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,037,858 | 11,034 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $788,572 | 8,759 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||