Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$23,297,712
+$1,015,975 QoQ
Shares Held
71,175
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#87
of 862 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $56,750,078 across 10 Banks - Diversified names. JPM ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
71,175 | $23,297,712 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
93,709 | $7,744,111 | |
| 3 | BAC |
Bank Of America Corp /De/
|
126,924 | $7,232,129 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
40,531 | $5,861,187 | |
| 5 | C |
Citigroup Inc
|
40,891 | $5,723,104 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,263 | $1,798,281 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
28,063 | $1,669,748 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
80,948 | $1,610,055 |
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,297,712 | 71,175 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $22,281,737 | 75,747 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,808,435 | 49,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,446,877 | 4,587 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $916,115 | 3,160 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $537,697 | 2,192 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,549,245 | 6,463 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,548,679 | 31,057 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $4,041,576 | 23,760 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,983,728 | 13,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,001,736 | 20,639 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $3,440,460 | 30,552 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,034,805 | 7,591 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,067,061 | 25,684 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,395,567 | 26,853 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $563,521 | 3,623 | Shares | Sole | 2021-08-26 | |
| No filing history on record for this holder in this stock. | ||||||