Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,627,762
+$846,348 QoQ
Shares Held
26,358
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
#1,596
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026First PREMIER Bank holds $11,884,868 across 6 Banks - Diversified names. JPM ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,358 | $8,627,762 | |
| 2 | BAC |
Bank Of America Corp /De/
|
25,080 | $1,429,057 | |
| 3 | C |
Citigroup Inc
|
7,086 | $991,755 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,357 | $773,261 | |
| 5 | TD |
Toronto Dominion Bank
|
400 | $48,572 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
100 | $14,461 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,627,762 | 26,358 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,781,414 | 26,453 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,568,795 | 26,593 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,405,892 | 26,649 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,775,674 | 26,821 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,566,189 | 26,768 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,630,616 | 27,661 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,832,597 | 27,661 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,400,138 | 26,699 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,341,199 | 26,666 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $4,556,127 | 26,785 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $3,876,092 | 26,728 | Shares | Other | 2023-10-16 | |
| 2023-06-30 | $3,012,205 | 20,711 | Shares | Other | 2023-07-13 | |
| 2023-03-31 | $2,703,409 | 20,746 | Shares | Other | 2023-04-10 | |
| 2022-12-31 | $2,775,604 | 20,731 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $2,162,209 | 20,691 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $2,324,380 | 20,641 | Shares | Other | 2022-07-26 | |
| 2022-03-31 | $2,797,283 | 20,520 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $3,220,361 | 20,337 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $3,325,687 | 20,317 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $3,157,615 | 20,301 | Shares | Other | 2021-07-14 | |
| 2021-03-31 | $3,080,067 | 20,233 | Shares | Other | 2021-04-12 | |
| 2020-12-31 | $2,565,287 | 20,188 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $1,962,750 | 20,388 | Shares | Other | 2020-10-06 | |
| 2020-06-30 | $1,952,024 | 20,753 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $1,685,450 | 18,721 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||