Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,032,950
+$1,456,146 QoQ
Shares Held
48,981
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#1,133
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, 2026Community Bank & Trust, Waco, Texas holds $20,274,274 across 5 Banks - Diversified names. JPM ranks #1 (79.1% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,032,950 | 48,981 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,576,804 | 49,554 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,936,034 | 49,457 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,971,798 | 50,635 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,549,713 | 50,187 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,286,095 | 50,086 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,110,149 | 50,520 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,476,157 | 49,683 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,604,316 | 47,485 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,490,214 | 47,380 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,045,900 | 47,301 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,844 | 46,353 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,784,485 | 46,648 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,072,706 | 46,602 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,339,309 | 47,273 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,843,888 | 46,353 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,174,542 | 45,951 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,062,695 | 44,474 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,921,003 | 43,707 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,088,431 | 43,304 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,650,734 | 42,759 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,413,906 | 42,133 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,277,217 | 41,530 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,606,466 | 37,462 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,308,466 | 35,174 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,998,089 | 33,301 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||