Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,112,526
+$1,100,203 QoQ
Shares Held
33,949
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#1,368
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, 2026West Branch Capital LLC holds $16,942,666 across 6 Banks - Diversified names. JPM ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
33,949 | $11,112,526 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,473 | $3,901,591 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
22,485 | $1,858,160 | |
| 4 | C |
Citigroup Inc
|
390 | $54,584 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
133 | $15,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
37 | $510 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,112,526 | 33,949 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,012,323 | 34,037 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,967,402 | 34,037 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,687,714 | 33,883 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,832,007 | 33,914 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,365,220 | 34,102 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,905,396 | 32,979 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,807,825 | 32,286 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,452,700 | 31,903 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,374,347 | 31,824 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,134,128 | 30,183 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,241,399 | 29,247 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,259,501 | 29,287 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,779,641 | 29,005 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,958,095 | 29,516 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,061,223 | 29,294 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,300,711 | 29,311 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,005,217 | 29,381 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,005,760 | 31,612 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,004,658 | 30,574 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,759,835 | 30,602 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,600,238 | 30,219 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,946,794 | 31,060 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,177,872 | 33,010 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,172,455 | 33,728 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,873,217 | 31,914 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||