Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$112,484,988
+$15,816,074 QoQ
Shares Held
343,644
+4.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#376
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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $401,121,536 across 12 Banks - Diversified names. JPM ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
3,093,041 | $176,241,474 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
343,644 | $112,484,988 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
761,010 | $62,889,866 | |
| 4 | UBS |
UBS Group AG
|
615,773 | $30,517,708 | |
| 5 | C |
Citigroup Inc
|
107,076 | $14,986,355 | |
| 6 | RY |
Royal Bank Of Canada
|
8,248 | $1,707,088 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
7,537 | $1,089,924 | |
| 8 | TD |
Toronto Dominion Bank
|
6,408 | $778,123 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,484,988 | 343,644 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $96,668,914 | 328,627 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $54,176,780 | 168,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,537,963 | 157,049 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $42,685,476 | 147,237 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,890,922 | 105,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,658,146 | 111,210 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,663,004 | 88,509 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,902,231 | 88,511 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,765,704 | 93,688 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,382,113 | 137,461 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $19,253,867 | 132,767 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,582,955 | 141,522 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,284,446 | 132,641 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,029,323 | 141,904 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,640,092 | 226,221 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $27,708,927 | 246,061 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,318,888 | 376,459 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $91,206,907 | 575,983 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $73,372,404 | 448,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $54,135,849 | 348,051 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $54,836,593 | 360,222 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,779,002 | 336,657 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,690,507 | 360,346 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,906,602 | 392,373 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $31,273,899 | 347,372 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||