Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,122,073
+$292,843 QoQ
Shares Held
9,538
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,535
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Bank & Trust holds $9,865,932 across 6 Banks - Diversified names. JPM ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,538 | $3,122,073 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
14,338 | $2,533,524 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,535 | $1,697,012 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
13,933 | $1,602,295 | |
| 5 | BAC |
Bank Of America Corp /De/
|
11,900 | $678,062 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,611 | $232,966 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,122,073 | 9,538 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $2,829,230 | 9,618 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $3,371,709 | 10,464 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $3,173,225 | 10,060 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $2,957,661 | 10,202 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $2,577,857 | 10,509 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,550,274 | 10,639 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,263,370 | 10,734 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $2,247,512 | 11,112 | Shares | Defined | 2024-07-09 | |
| 2024-03-31 | $2,557,029 | 12,766 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $2,265,561 | 13,319 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $2,155,867 | 14,866 | Shares | Defined | 2023-10-11 | |
| 2023-06-30 | $2,201,670 | 15,138 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $2,118,188 | 16,255 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $2,701,041 | 20,142 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $990,032 | 9,474 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $484,222 | 4,300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $734,082 | 5,385 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,091,506 | 6,893 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,575,515 | 9,625 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,526,002 | 9,811 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,490,939 | 9,794 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,262,693 | 9,937 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $503,203 | 5,227 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $506,888 | 5,389 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $535,047 | 5,943 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||