Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$122,468,554
+$6,308,007 QoQ
Shares Held
374,144
-5.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#366
of 5,073 holders
Holding Since
Mar 2020
26 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, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,468,554 | 374,144 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $116,160,547 | 394,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,185,217 | 391,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,016,177 | 399,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,533,249 | 346,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,236,069 | 323,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $72,391,700 | 301,997 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $59,111,437 | 280,335 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $54,659,955 | 270,246 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,772,244 | 253,481 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $41,271,362 | 242,630 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,760,365 | 232,798 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $33,295,142 | 228,927 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $28,530,462 | 218,943 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $28,675,809 | 213,839 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $21,308,072 | 203,905 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $19,308,786 | 171,466 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $24,165,854 | 177,273 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $28,805,606 | 181,911 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $29,174,467 | 178,230 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $26,599,983 | 171,017 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $23,448,291 | 154,032 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $18,352,211 | 144,426 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $12,643,330 | 131,332 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,222,626 | 129,945 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $13,152,842 | 146,094 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||