Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,333,473
-$331,735 QoQ
Shares Held
34,624
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#1,352
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. JPM ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
661 | $95,587 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,333,473 | 34,624 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,665,208 | 39,656 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,796,967 | 39,715 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,585,428 | 36,729 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,280,788 | 35,462 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,305,612 | 33,859 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,430,600 | 35,170 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,212,357 | 29,462 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,897,699 | 29,159 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,739,997 | 28,657 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,727,947 | 33,674 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,002,697 | 27,601 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,527,256 | 31,128 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,051,859 | 31,094 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,229,648 | 31,541 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,275,448 | 31,344 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,108,824 | 27,607 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,607,163 | 26,461 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,139,902 | 26,144 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,260,195 | 26,026 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,817,884 | 24,546 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,754,752 | 24,665 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,028,459 | 23,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,273,993 | 23,621 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,250,479 | 23,926 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,619,908 | 17,993 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||