Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,104,370
+$761,987 QoQ
Shares Held
21,704
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#1,762
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. JPM ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
70,456 | $8,555,472 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
21,704 | $7,104,370 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,020 | $4,616,519 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,850 | $814,004 | |
| 5 | C |
Citigroup Inc
|
3,966 | $555,081 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,125 | $307,296 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,104,370 | 21,704 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,342,383 | 21,561 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,026,329 | 21,806 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,960,593 | 22,067 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,368,452 | 21,967 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,388,505 | 21,967 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,271,702 | 21,992 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,642,504 | 22,017 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,453,158 | 22,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,415,212 | 22,043 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,755,637 | 22,079 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,249,753 | 22,409 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,300,324 | 22,692 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,956,994 | 22,692 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,009,472 | 22,442 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,345,189 | 22,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,531,134 | 22,477 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,064,064 | 22,477 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,500,960 | 22,109 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,646,685 | 22,278 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,466,053 | 22,284 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,407,516 | 22,384 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,864,666 | 22,544 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $2,154,726 | 22,908 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,021,893 | 22,458 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||