Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$837,310
+$60,434 QoQ
Shares Held
2,558
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,837
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, 2026Claret Asset Management Corp holds $95,761,950 across 10 Banks - Diversified names. JPM ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
124,178 | $25,701,120 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
143,855 | $16,543,325 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
88,680 | $15,669,756 | |
| 4 | TD |
Toronto Dominion Bank
|
124,169 | $15,077,841 | |
| 5 | C |
Citigroup Inc
|
85,854 | $12,016,125 | |
| 6 | BNS |
Bank Of Nova Scotia
|
105,482 | $9,160,056 | |
| 7 | JPM |
Jpmorgan Chase & Co
This page
|
2,558 | $837,310 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
3,266 | $269,902 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,310 | 2,558 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $776,876 | 2,641 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $862,260 | 2,676 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $861,123 | 2,730 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $824,793 | 2,845 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $695,670 | 2,836 | Principal | Sole | 2025-05-13 | |
| 2024-12-31 | $697,795 | 2,911 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $650,503 | 3,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $557,226 | 2,755 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $549,422 | 2,743 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $431,883 | 2,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $364,725 | 2,515 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $390,360 | 2,684 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $383,241 | 2,941 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $394,388 | 2,941 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $304,199 | 2,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $310,690 | 2,759 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $451,355 | 3,311 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $474,099 | 2,994 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $498,272 | 3,044 | Shares | Sole | 2021-12-02 | |
| 2021-06-30 | $496,794 | 3,194 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $470,238 | 3,089 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $477,401 | 3,757 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $364,574 | 3,787 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $389,126 | 4,137 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $378,306 | 4,202 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||