Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$84,035,758
+$11,006,714 QoQ
Shares Held
256,731
+3.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#445
of 5,058 holders
Holding Since
Mar 2020
24 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, 2026Venture Visionary Partners LLC holds $104,671,245 across 9 Banks - Diversified names. JPM ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
256,731 | $84,035,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
236,425 | $13,471,496 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,896 | $2,470,605 | |
| 4 | SAN |
Banco Santander, S.A.
|
139,853 | $1,929,971 | |
| 5 | C |
Citigroup Inc
|
11,435 | $1,600,442 | |
| 6 | TD |
Toronto Dominion Bank
|
2,647 | $321,425 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,141 | $309,610 | |
| 8 | UBS |
UBS Group AG
|
5,827 | $288,786 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,035,758 | 256,731 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $73,029,044 | 248,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $77,566,409 | 240,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $75,203,558 | 238,416 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $69,248,772 | 238,863 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $56,927,261 | 232,072 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $45,992,572 | 218,119 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $43,785,042 | 216,479 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,002,807 | 214,692 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $35,099,190 | 242,030 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $34,733,399 | 238,816 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $30,860,796 | 236,826 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $31,955,225 | 238,294 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,799,248 | 227,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,773,862 | 219,997 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $29,300,348 | 214,938 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $33,804,558 | 213,480 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,608,813 | 211,429 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $30,297,947 | 194,792 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $31,169,853 | 204,755 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,095,711 | 79,450 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,454,981 | 25,501 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,383,574 | 25,341 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,130,289 | 23,662 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||