Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,970,526
+$186,740 QoQ
Shares Held
6,020
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#2,993
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Capital Square, LLC holds $2,666,127 across 2 Banks - Diversified names. JPM ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,020 | $1,970,526 | |
| 2 | C |
Citigroup Inc
|
4,970 | $695,601 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,970,526 | 6,020 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,783,786 | 6,064 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,028,374 | 6,295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,029,476 | 6,434 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,926,741 | 6,646 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,790,444 | 7,299 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,762,827 | 7,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,458,729 | 6,918 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,613,023 | 7,975 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,613,216 | 8,054 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,390,907 | 8,177 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,170,746 | 8,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,515,048 | 10,417 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,363,824 | 10,466 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,702,801 | 12,698 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,369,054 | 13,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,194,679 | 10,609 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,473,346 | 10,808 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,609,152 | 10,162 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,668,819 | 10,195 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,593,351 | 10,244 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,375,550 | 9,036 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,204,369 | 9,478 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $746,862 | 7,758 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $656,350 | 6,978 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $627,689 | 6,972 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||