Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$10,111,550
+$1,173,793 QoQ
Shares Held
30,891
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,434
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $16,880,447 across 15 Banks - Diversified names. JPM ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
30,891 | $10,111,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,031 | $4,389,226 | |
| 3 | C |
Citigroup Inc
|
4,470 | $625,621 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,862 | $559,130 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,217 | $348,492 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,287 | $330,723 | |
| 7 | BCS |
Barclays PLC
|
6,081 | $163,335 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,594 | $151,573 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,111,550 | 30,891 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $8,937,757 | 30,384 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $9,553,500 | 29,649 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $9,352,814 | 29,651 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $9,060,266 | 31,252 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $7,655,567 | 31,209 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $6,808,003 | 28,401 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $5,870,764 | 27,842 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,543,339 | 27,407 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $5,337,594 | 26,648 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $4,132,069 | 24,292 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,526,016 | 24,314 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $3,493,614 | 24,021 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $3,153,502 | 24,200 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,674,205 | 27,399 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $2,628,802 | 25,156 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,837,997 | 25,202 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,455,030 | 25,345 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,908,553 | 24,683 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,834,438 | 23,425 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,476,941 | 22,354 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,405,994 | 22,374 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,837,600 | 22,331 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,986,723 | 20,637 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,864,269 | 19,820 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,772,060 | 19,683 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||