Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,568,844
+$981,281 QoQ
Shares Held
26,178
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#1,600
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Klingman & Associates, LLC holds $14,148,479 across 8 Banks - Diversified names. JPM ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,178 | $8,568,844 | |
| 2 | C |
Citigroup Inc
|
19,135 | $2,678,134 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,566 | $1,114,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,992 | $825,738 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,740 | $355,636 | |
| 6 | UBS |
UBS Group AG
|
4,393 | $217,717 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,566 | $201,986 | |
| 8 | SAN |
Banco Santander, S.A.
|
13,446 | $185,554 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,568,844 | 26,178 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,587,563 | 25,794 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,152,014 | 28,403 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,021,613 | 28,601 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,990,120 | 20,662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,745,819 | 19,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,338,511 | 18,099 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,747,411 | 27,257 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,961,842 | 24,532 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,314,065 | 11,553 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,933,866 | 11,369 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,616,537 | 11,147 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,089,681 | 14,368 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,826,946 | 14,020 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,874,718 | 13,980 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,503,337 | 14,386 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,537,689 | 13,655 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,825,597 | 13,392 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,754,359 | 11,079 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,759,667 | 10,750 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,712,339 | 11,009 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,528,540 | 16,610 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,997,794 | 15,722 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $973,578 | 10,113 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $678,736 | 7,216 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $678,105 | 7,532 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||