Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,279,526
-$464,986 QoQ
Shares Held
6,964
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#2,857
of 5,058 holders
Holding Since
Mar 2022
18 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, 2026Matrix Trust Co holds $4,306,299 across 3 Banks - Diversified names. JPM ranks #1 (52.9% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,279,526 | 6,964 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,744,512 | 9,330 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,018,556 | 9,368 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,022,134 | 9,581 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,885,184 | 9,952 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,459,132 | 10,025 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,440,008 | 10,179 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,137,276 | 10,136 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,054,354 | 10,157 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,018,623 | 10,078 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,692,324 | 9,949 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,456,870 | 10,046 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,930,279 | 13,272 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,610,370 | 12,358 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,054,428 | 7,863 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $620,521 | 5,938 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $474,313 | 4,212 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $197,936 | 1,452 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||