Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,676,884
+$832,658 QoQ
Shares Held
17,343
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,986
of 5,072 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BRASADA CAPITAL MANAGEMENT, LP holds $12,545,325 across 3 Banks - Diversified names. JPM ranks #2 (45.3% of the industry book) .
All Filings in JPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,884 | 17,343 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,844,226 | 16,468 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,151,653 | 15,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,779,710 | 15,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,214,421 | 14,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,518,092 | 14,342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,154,343 | 13,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,472,544 | 11,726 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||