Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,403,215
+$967,439 QoQ
Shares Held
25,672
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#1,617
of 5,056 holders
Holding Since
Mar 2020
25 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, 2026Old Port Advisors holds $20,155,182 across 6 Banks - Diversified names. JPM ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
25,672 | $8,403,215 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
59,281 | $5,637,030 | |
| 3 | RY |
Royal Bank Of Canada
|
19,191 | $3,971,961 | |
| 4 | BAC |
Bank Of America Corp /De/
|
18,899 | $1,076,865 | |
| 5 | TD |
Toronto Dominion Bank
|
7,030 | $853,652 | |
| 6 | C |
Citigroup Inc
|
1,518 | $212,459 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,403,215 | 25,672 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,435,776 | 25,278 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $8,136,699 | 25,252 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,028,324 | 25,452 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,595,931 | 26,201 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,449,918 | 26,294 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,425,905 | 26,807 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $5,744,248 | 27,242 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,593,298 | 27,654 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,571,344 | 27,815 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $4,784,232 | 28,126 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $4,035,906 | 27,830 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $3,660,147 | 28,088 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,786,045 | 28,233 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,882,319 | 27,582 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,077,180 | 27,326 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,707,086 | 27,194 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,302,052 | 27,168 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,512,114 | 27,565 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,212,956 | 27,086 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,140,047 | 27,196 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,425,553 | 26,958 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,573,874 | 26,736 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,471,332 | 26,274 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,391,016 | 26,558 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||