Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,503,010
+$1,397,594 QoQ
Shares Held
44,307
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,181
of 5,056 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, 2026Jacobi Capital Management LLC holds $29,924,289 across 7 Banks - Diversified names. JPM ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
44,307 | $14,503,010 | |
| 2 | BAC |
Bank Of America Corp /De/
|
173,089 | $9,862,611 | |
| 3 | C |
Citigroup Inc
|
22,422 | $3,138,183 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,025 | $1,572,226 | |
| 5 | TD |
Toronto Dominion Bank
|
2,604 | $316,203 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,770 | $255,959 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,503,010 | 44,307 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,105,416 | 44,552 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,170,913 | 43,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,706,064 | 43,452 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,834,315 | 44,270 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,555,504 | 43,031 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $10,069,497 | 42,007 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,954,380 | 42,466 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,488,852 | 41,970 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,393,771 | 41,906 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,110,538 | 47,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,766,488 | 46,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,769,941 | 46,548 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,972,628 | 45,834 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,187,105 | 46,138 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,752,033 | 45,474 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,568,137 | 40,566 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,287,852 | 38,790 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,732,586 | 36,202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,696,084 | 34,798 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,165,950 | 33,213 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,048,860 | 33,166 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,641,100 | 60,133 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,765,128 | 59,885 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,546,812 | 58,971 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $5,197,431 | 57,730 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||