Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,279,150
+$873,823 QoQ
Shares Held
28,348
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
#1,539
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026United Bank holds $11,815,225 across 2 Banks - Diversified names. JPM ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,348 | $9,279,150 | |
| 2 | C |
Citigroup Inc
|
18,120 | $2,536,075 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,279,150 | 28,348 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,405,327 | 28,574 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,097,881 | 28,235 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,864,844 | 28,104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,121,538 | 28,014 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,530,376 | 26,622 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,569,252 | 27,405 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,346,144 | 25,354 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,003,912 | 24,740 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,917,765 | 24,552 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,292,473 | 25,235 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,689,308 | 25,440 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,784,494 | 26,021 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,685,036 | 28,279 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,760,029 | 28,039 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,929,448 | 28,033 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,327,625 | 29,550 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,661,418 | 26,859 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,393,262 | 27,744 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,432,397 | 27,078 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,122,587 | 26,505 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,000,908 | 26,282 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,372,183 | 26,538 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,423,212 | 25,171 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,239,286 | 23,807 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,982,910 | 22,025 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||