Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,744,668
+$129,436 QoQ
Shares Held
5,330
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#3,101
of 5,058 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 North State Trust, LLC holds $7,145,149 across 6 Banks - Diversified names. JPM ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
10,089 | $2,088,120 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
5,330 | $1,744,668 | |
| 3 | C |
Citigroup Inc
|
7,862 | $1,100,365 | |
| 4 | BAC |
Bank Of America Corp /De/
|
18,721 | $1,066,722 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,739 | $722,190 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,872 | $423,084 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,668 | 5,330 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,615,232 | 5,491 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,797,343 | 5,578 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,760,414 | 5,581 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,308,943 | 4,515 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,034,920 | 4,219 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $1,011,336 | 4,219 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $847,024 | 4,017 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $788,814 | 3,900 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $781,170 | 3,900 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $620,685 | 4,280 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $625,828 | 4,303 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $560,723 | 4,303 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $578,641 | 4,315 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $450,917 | 4,315 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $450 | 4 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $545 | 4 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $690,722 | 4,362 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $631,024 | 3,855 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $599,606 | 3,855 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $586,846 | 3,855 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $489,854 | 3,855 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $574,250 | 5,965 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $575,270 | 6,116 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $539,819 | 5,996 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||