Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,225,837
+$342,481 QoQ
Shares Held
9,855
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,506
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, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. JPM ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
|
14,030 | $695,326 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225,837 | 9,855 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,883,356 | 9,802 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,165,167 | 9,823 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,148,306 | 9,981 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,896,490 | 9,991 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,461,340 | 10,034 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,429,221 | 10,134 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,146,554 | 10,180 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,055,568 | 10,163 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,941,307 | 9,692 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,644,016 | 9,665 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,400,603 | 9,658 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,401,896 | 9,639 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,250,194 | 9,594 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,270,999 | 9,478 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $982,300 | 9,400 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,073,736 | 9,535 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,271,320 | 9,326 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,507,333 | 9,519 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,565,367 | 9,563 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,486,495 | 9,557 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,432,332 | 9,409 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,169,679 | 9,205 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $877,501 | 9,115 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $858,861 | 9,131 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $799,376 | 8,879 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||