Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$30,372,950
+$2,980,183 QoQ
Shares Held
92,790
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
#789
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Independence Bank of Kentucky holds $36,363,543 across 14 Banks - Diversified names. JPM ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
92,790 | $30,372,950 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,888 | $2,842,618 | |
| 3 | C |
Citigroup Inc
|
14,427 | $2,019,202 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,646 | $649,290 | |
| 5 | UBS |
UBS Group AG
|
4,766 | $236,202 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,259 | $104,043 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,005 | $87,274 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
136 | $12,932 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,372,950 | 92,790 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $27,392,767 | 93,122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,384,208 | 91,193 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $28,700,975 | 90,990 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $26,741,878 | 92,242 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,759,424 | 92,782 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $21,780,530 | 90,862 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,825,974 | 51,342 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,550,919 | 47,221 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,016,905 | 45,017 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,117,306 | 35,963 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,279,685 | 29,511 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,357,527 | 29,961 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,566,324 | 27,368 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,705,987 | 27,636 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,916,908 | 27,913 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,166,480 | 28,119 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,787,787 | 27,786 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,157,479 | 26,255 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,352,026 | 26,587 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,123,832 | 26,513 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,090,724 | 26,872 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $3,707,521 | 29,177 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,862,684 | 29,736 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $2,799,413 | 29,762 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,938,309 | 32,637 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||