Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$186,601,995
+$20,633,394 QoQ
Shares Held
570,073
+1.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#281
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $218,229,726 across 6 Banks - Diversified names. JPM ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
570,073 | $186,601,995 | |
| 2 | BAC |
Bank Of America Corp /De/
|
279,137 | $15,905,226 | |
| 3 | C |
Citigroup Inc
|
91,863 | $12,857,145 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
15,101 | $2,668,346 | |
| 5 | TD |
Toronto Dominion Bank
|
1,133 | $137,580 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
411 | $59,434 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,601,995 | 570,073 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $165,968,601 | 564,212 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $207,401,414 | 643,664 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $201,934,816 | 640,189 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $106,501,047 | 367,359 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $83,128,490 | 338,885 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $68,196,296 | 284,495 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||