Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,522,083
+$523,705 QoQ
Shares Held
4,650
+37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#3,231
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Symmetry Partners, LLC holds $3,699,284 across 7 Banks - Diversified names. JPM ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,650 | $1,522,083 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,757 | $612,933 | |
| 3 | C |
Citigroup Inc
|
3,975 | $556,341 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
3,439 | $327,014 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,253 | $268,827 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,767 | $255,525 | |
| 7 | SAN |
Banco Santander, S.A.
|
11,345 | $156,561 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,083 | 4,650 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $998,378 | 3,394 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $930,248 | 2,887 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $935,249 | 2,965 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $703,030 | 2,425 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $461,408 | 1,881 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $452,571 | 1,888 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $10,633,617 | 52,574 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $11,014,897 | 54,992 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $9,915,129 | 58,290 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $9,829,745 | 67,782 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,961,867 | 61,619 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $7,470,672 | 57,330 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,938,131 | 21,910 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,930,180 | 28,040 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $3,549,917 | 31,524 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,453,983 | 32,673 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $5,320,084 | 33,597 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $6,259,505 | 38,240 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,200,324 | 33,434 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $4,878,210 | 32,045 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,032,312 | 31,733 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,334,022 | 34,632 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,821,705 | 29,999 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,413,217 | 37,912 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||