Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,127,807
-$227,752 QoQ
Shares Held
79,821
-10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#865
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2021CallValue
$7,611
CallShares
50
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Banque Cantonale Vaudoise holds $395,242,121 across 5 Banks - Diversified names. JPM ranks #2 (6.6% of the industry book) .
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,127,807 | 79,821 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $26,355,559 | 89,596 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $27,130,601 | 84,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,052,538 | 85,764 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,750,976 | 78,476 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,496,934 | 79,482 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $18,791,632 | 89,119 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,500,951 | 86,527 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,531,951 | 102,506 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $18,421,319 | 108,297 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,703,635 | 108,286 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,648,079 | 114,467 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,649,708 | 127,770 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $17,073,477 | 127,319 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,452,742 | 119,165 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $14,447,750 | 128,299 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,681,156 | 137,039 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $22,088,716 | 139,493 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,732,612 | 138,876 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $15,876,901 | 102,076 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,611 | 50 | Call | Sole | 2021-05-11 | |
| 2021-03-31 | $16,039,866 | 105,366 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,374,666 | 113,124 | Shares | Sole | 2021-02-05 | |
| 2020-12-31 | $6,353 | 50 | Call | Sole | 2021-02-05 | |
| 2020-09-30 | $10,896,416 | 113,186 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,829,834 | 104,506 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,910,465 | 121,187 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||