Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$38,619,702
+$3,356,684 QoQ
Shares Held
117,984
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
#683
of 5,058 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, 2026Steigerwald, Gordon & Koch Inc. holds $66,328,363 across 9 Banks - Diversified names. JPM ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
117,984 | $38,619,702 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
325,174 | $26,872,379 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,955 | $396,295 | |
| 4 | C |
Citigroup Inc
|
1,694 | $237,092 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,150 | $166,301 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
750 | $17,685 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
599 | $11,914 | |
| 8 | TD |
Toronto Dominion Bank
|
30 | $3,642 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,619,702 | 117,984 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $35,263,018 | 119,877 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $38,823,643 | 120,488 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $38,963,490 | 123,525 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $36,534,748 | 126,021 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $31,110,172 | 126,825 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $31,113,159 | 129,795 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $28,046,699 | 133,011 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $26,543,388 | 131,234 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $26,077,457 | 130,192 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $22,096,330 | 129,902 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $18,737,019 | 129,203 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,700,093 | 128,576 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $16,638,502 | 127,684 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $16,862,940 | 125,749 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $12,917,454 | 123,612 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $13,305,096 | 118,152 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $15,763,635 | 115,637 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $18,261,713 | 115,325 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $18,652,148 | 113,948 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $17,845,881 | 114,735 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $17,123,287 | 112,483 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,231,331 | 111,996 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $10,492,948 | 108,995 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $9,875,453 | 104,991 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $9,227,894 | 102,498 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||