Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$131,368,003
+$13,610,461 QoQ
Shares Held
401,332
+0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
20.99%
of 13F equity value
Holder Rank
#344
of 5,048 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, 2026Hardy Reed LLC holds $134,503,314 across 8 Banks - Diversified names. JPM ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
401,332 | $131,368,003 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
7,584 | $626,741 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,070 | $573,788 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,400 | $485,316 | |
| 5 | BCS |
Barclays PLC
|
16,378 | $439,913 | |
| 6 | ING |
Ing Groep NV
|
13,488 | $423,253 | |
| 7 | C |
Citigroup Inc
|
2,243 | $313,930 | |
| 8 | SAN |
Banco Santander, S.A.
|
19,737 | $272,370 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,368,003 | 401,332 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $117,757,542 | 400,318 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $129,200,875 | 400,971 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $126,445,477 | 400,867 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $116,110,404 | 400,505 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $98,262,274 | 400,580 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $96,081,281 | 400,823 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $84,539,888 | 400,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $81,066,010 | 400,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $76,624,564 | 382,549 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $65,100,331 | 382,718 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,295,753 | 8,935 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,251,802 | 8,607 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,142,036 | 8,764 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,212,666 | 9,043 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $947,606 | 9,068 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,021,147 | 9,068 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,227,288 | 9,003 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,415,015 | 8,936 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,493,507 | 9,124 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,473,897 | 9,476 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,446,337 | 9,501 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,210,468 | 9,526 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $917,068 | 9,526 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $783,425 | 8,329 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $741,487 | 8,236 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||