Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$970,206
-$69,943 QoQ
Shares Held
2,964
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,677
of 5,057 holders
Holding Since
Mar 2020
26 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, 2026Port Capital LLC holds $1,215,695 across 2 Banks - Diversified names. JPM ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,964 | $970,206 | |
| 2 | C |
Citigroup Inc
|
1,754 | $245,489 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,206 | 2,964 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,040,149 | 3,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,168,691 | 3,627 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,144,064 | 3,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,088,901 | 3,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,007,201 | 4,106 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,193,995 | 4,981 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,075,175 | 5,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,090,990 | 5,394 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,082,821 | 5,406 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,065,506 | 6,264 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $986,861 | 6,805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $970,230 | 6,671 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $704,455 | 5,406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $875,002 | 6,525 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $752,818 | 7,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $882,074 | 7,833 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,053,208 | 7,726 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,541,220 | 9,733 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,750,664 | 10,695 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,741,270 | 11,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,762,671 | 11,579 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,183,825 | 17,186 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,686,457 | 17,518 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,645,109 | 17,490 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,571,653 | 17,457 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||