Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,123,197
+$5,500,535 QoQ
Shares Held
92,027
+9.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#793
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. JPM ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
92,027 | $30,123,197 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
207,090 | $29,947,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
520,913 | $29,681,622 | |
| 4 | C |
Citigroup Inc
|
135,864 | $19,015,525 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
174,381 | $16,581,889 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
540,841 | $13,553,475 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
461,574 | $10,883,914 | |
| 8 | UBS |
UBS Group AG
|
150,546 | $7,461,059 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,123,197 | 92,027 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,622,662 | 83,705 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,391,087 | 75,697 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,355,241 | 67,702 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,551,340 | 63,990 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,580,229 | 63,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,267,708 | 55,349 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,058,538 | 33,475 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,240,274 | 40,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,705,042 | 33,475 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,475,859 | 32,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,913,219 | 26,984 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,818,190 | 19,377 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,183,474 | 16,756 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,391,941 | 17,837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,742,537 | 16,675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,876,645 | 16,665 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,243,418 | 16,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,718,552 | 17,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,629,188 | 16,062 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,358,453 | 15,163 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,407,666 | 35,523 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,172,343 | 32,835 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,268,121 | 23,560 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,855,333 | 19,725 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,388,262 | 15,420 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||