Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$43,580,388
+$4,619,485 QoQ
Shares Held
133,139
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#651
of 5,056 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. JPM ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
133,139 | $43,580,388 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,208 | $1,765,398 | |
| 3 | C |
Citigroup Inc
|
10,776 | $1,508,208 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,602 | $1,458,801 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,958 | $657,649 | |
| 6 | TD |
Toronto Dominion Bank
|
2,622 | $318,389 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,580,388 | 133,139 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $38,960,903 | 132,448 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,244,350 | 137,311 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $42,774,831 | 135,608 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,848,519 | 134,002 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,104,618 | 130,879 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $34,029,231 | 141,960 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,036,694 | 147,191 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $30,088,197 | 148,760 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,878,550 | 149,169 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $25,216,304 | 148,244 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $23,487,729 | 161,962 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,974,111 | 109,833 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,327,061 | 125,294 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,040,489 | 127,073 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $453,843 | 4,343 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $494,470 | 4,391 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $575,406 | 4,221 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $391,441 | 2,472 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $399,730 | 2,442 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $379,673 | 2,441 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $348,758 | 2,291 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $256,046 | 2,015 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||