Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,553,439
+$815,718 QoQ
Shares Held
35,296
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,341
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 9%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gryphon Financial Partners LLC holds $19,802,584 across 8 Banks - Diversified names. JPM ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
35,296 | $11,553,439 | |
| 2 | BAC |
Bank Of America Corp /De/
|
51,093 | $2,911,279 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,109 | $1,661,807 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
13,823 | $1,314,429 | |
| 5 | UBS |
UBS Group AG
|
24,481 | $1,213,278 | |
| 6 | C |
Citigroup Inc
|
4,858 | $679,925 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,778 | $257,116 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,624 | $211,311 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,553,439 | 35,296 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,737,721 | 36,503 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,166,856 | 34,656 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,394,451 | 29,783 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,053,887 | 31,230 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,830,868 | 27,847 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,981,073 | 29,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,340,348 | 30,069 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,758,745 | 28,472 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,367,638 | 26,798 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,253,180 | 25,004 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,172,253 | 14,979 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,119,205 | 14,571 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,963,380 | 15,067 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,054,679 | 15,322 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,779,948 | 17,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,838,807 | 16,329 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,031,711 | 14,904 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,413,253 | 15,240 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $2,177,894 | 13,305 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,077,858 | 13,359 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,972,138 | 12,955 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $1,692,444 | 13,319 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $1,287,803 | 13,377 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $1,227,575 | 13,051 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $1,314,527 | 14,601 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||