Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,097,175
+$804,060 QoQ
Shares Held
18,627
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,908
of 5,058 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kathmere Capital Management, LLC holds $32,306,190 across 18 Banks - Diversified names. JPM ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,627 | $6,097,175 | |
| 2 | C |
Citigroup Inc
|
25,614 | $3,584,935 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,698 | $3,401,592 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
31,398 | $2,985,635 | |
| 5 | UBS |
UBS Group AG
|
39,599 | $1,962,526 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
70,567 | $1,768,409 | |
| 7 | RY |
Royal Bank Of Canada
|
7,981 | $1,651,827 | |
| 8 | SAN |
Banco Santander, S.A.
|
112,841 | $1,557,205 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,097,175 | 18,627 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,293,115 | 17,994 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,988,439 | 12,378 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,209,500 | 10,175 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,893,591 | 9,981 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,982,024 | 8,080 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,810,529 | 7,553 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,291,517 | 6,125 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,193,334 | 5,900 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $992,085 | 4,953 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $864,958 | 5,085 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $682,174 | 4,704 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $522,711 | 3,594 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $460,515 | 3,534 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $407,932 | 3,042 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $271,909 | 2,602 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $432,422 | 3,840 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $480,391 | 3,524 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $475,841 | 3,005 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $682,423 | 4,169 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $467,086 | 3,003 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $456,842 | 3,001 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $386,801 | 3,044 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $288,328 | 2,995 | Shares | Sole | 2020-11-20 | |
| 2020-06-30 | $388,279 | 4,128 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||