Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,603,262
+$162,467 QoQ
Shares Held
4,898
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#3,175
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AUA CAPITAL MANAGEMENT, LLC holds $1,833,076 across 2 Banks - Diversified names. JPM ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,898 | $1,603,262 | |
| 2 | C |
Citigroup Inc
|
1,642 | $229,814 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,262 | 4,898 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,440,795 | 4,898 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,578,233 | 4,898 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,053,851 | 3,341 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $968,589 | 3,341 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $819,547 | 3,341 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $800,871 | 3,341 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,032,792 | 4,898 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,011,300 | 5,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,001,500 | 5,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $848,628 | 4,989 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $710,307 | 4,898 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $627,864 | 4,317 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $657,023 | 5,042 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $676,132 | 5,042 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $526,889 | 5,042 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $737,820 | 6,552 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $899,030 | 6,595 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $980,978 | 6,195 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $718,271 | 4,388 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $682,509 | 4,388 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $667,985 | 4,388 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $557,074 | 4,384 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $422,240 | 4,386 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $322,813 | 3,432 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $387,758 | 4,307 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||