Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,310,601
+$631,988 QoQ
Shares Held
16,224
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#2,035
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CNB Bank holds $5,889,787 across 6 Banks - Diversified names. JPM ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
16,224 | $5,310,601 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,338 | $193,212 | |
| 3 | C |
Citigroup Inc
|
1,312 | $183,627 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,894 | $107,920 | |
| 5 | TD |
Toronto Dominion Bank
|
690 | $83,786 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
535 | $10,641 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,310,601 | 16,224 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,678,613 | 15,905 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,129,741 | 15,920 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,009,028 | 15,880 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,477,080 | 15,443 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,038,128 | 16,462 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,179,104 | 17,434 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,702,912 | 17,561 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,665,962 | 18,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,069,495 | 20,317 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,626,702 | 21,321 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,231,624 | 22,284 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $3,152,120 | 21,673 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,689,336 | 20,638 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,759,375 | 20,577 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,300,044 | 22,010 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,403,209 | 21,341 | Shares | Other | 2022-08-19 | |
| 2022-03-31 | $2,803,557 | 20,566 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $3,197,878 | 20,195 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,405,734 | 20,806 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,030,541 | 19,484 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,924,338 | 19,210 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,720,060 | 21,406 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,947,253 | 20,227 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,889,947 | 20,093 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,694,004 | 18,816 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||