Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,948,581
+$559,858 QoQ
Shares Held
12,063
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#2,307
of 5,056 holders
Holding Since
Jun 2021
19 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, 2026Monument Capital Management holds $7,252,118 across 6 Banks - Diversified names. JPM ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,063 | $3,948,581 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,653 | $963,003 | |
| 3 | C |
Citigroup Inc
|
6,379 | $892,804 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
7,636 | $726,107 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,678 | $387,265 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,868 | $334,358 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,948,581 | 12,063 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,388,723 | 11,520 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,011,961 | 12,451 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,988,296 | 12,644 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,925,671 | 13,541 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,427,331 | 13,972 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,396,211 | 14,168 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,964,691 | 14,060 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,898,790 | 14,332 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,496,539 | 12,464 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,756,792 | 10,328 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $921,747 | 6,356 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $563,434 | 3,874 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $261,532 | 2,007 | Shares | Sole | 2023-04-21 | |
| 2022-06-30 | $332,875 | 2,956 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $403,779 | 2,962 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,003,622 | 6,338 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $793,896 | 4,850 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $412,958 | 2,655 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||