Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$848,112
+$47,409 QoQ
Shares Held
2,591
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,822
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Investors Research Corp holds $3,318,867 across 8 Banks - Diversified names. JPM ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,591 | $848,112 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,577 | $716,637 | |
| 3 | C |
Citigroup Inc
|
4,425 | $619,323 | |
| 4 | UBS |
UBS Group AG
|
8,036 | $398,264 | |
| 5 | ING |
Ing Groep NV
|
10,280 | $322,586 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,894 | $273,891 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
963 | $79,582 | |
| 8 | TD |
Toronto Dominion Bank
|
498 | $60,472 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,112 | 2,591 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $800,703 | 2,722 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $877,082 | 2,722 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $858,600 | 2,722 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $789,135 | 2,722 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $667,706 | 2,722 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $971,544 | 4,053 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $907,330 | 4,303 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,134,274 | 5,608 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,118,274 | 5,583 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,113,984 | 6,549 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,144,787 | 7,894 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,166,283 | 8,019 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,044,955 | 8,019 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,089,160 | 8,122 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $842,165 | 8,059 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $814,958 | 7,237 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $947,151 | 6,948 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,098,157 | 6,935 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,135,190 | 6,935 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,079,447 | 6,940 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,056,476 | 6,940 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,078,824 | 8,490 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $816,850 | 8,485 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $798,099 | 8,485 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $336,262 | 3,735 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||