Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$34,167,032
+$3,571,157 QoQ
Shares Held
104,381
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#735
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rossmore Private Capital holds $40,976,700 across 6 Banks - Diversified names. JPM ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
104,381 | $34,167,032 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
25,560 | $2,112,278 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
13,822 | $1,998,799 | |
| 4 | BAC |
Bank Of America Corp /De/
|
26,734 | $1,523,303 | |
| 5 | C |
Citigroup Inc
|
6,866 | $960,965 | |
| 6 | TD |
Toronto Dominion Bank
|
1,765 | $214,323 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,167,032 | 104,381 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $30,595,875 | 104,011 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $32,685,030 | 101,437 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,633,071 | 93,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $27,050,922 | 93,308 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,126,638 | 94,279 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,418,398 | 93,523 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,669,864 | 93,284 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,803,100 | 92,965 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,673,568 | 93,228 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,834,779 | 93,091 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,495,126 | 93,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,550,063 | 93,166 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,259,304 | 94,078 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,617,469 | 94,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,670,848 | 92,544 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,235,122 | 90,890 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,441,926 | 91,270 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,402,090 | 90,951 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $14,882,531 | 90,919 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,225,999 | 91,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,895,858 | 91,282 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,474,039 | 90,297 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,328,125 | 86,508 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,708,311 | 81,951 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,766,564 | 75,159 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||