Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,782,939
-$705,642 QoQ
Shares Held
17,667
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#1,957
of 5,048 holders
Holding Since
Mar 2020
26 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, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names. JPM ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,782,939 | 17,667 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,488,581 | 22,058 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,958,340 | 21,595 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,656,203 | 21,102 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,735,479 | 23,233 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,703,960 | 23,253 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,536,102 | 23,095 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,856,949 | 23,034 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,652,182 | 23,001 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,557,225 | 22,752 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,868,074 | 22,740 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,755,380 | 19,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,759,724 | 18,975 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,475,108 | 18,994 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,610,122 | 19,464 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,033,988 | 19,464 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,012,340 | 17,870 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,223,106 | 16,308 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,799,628 | 17,680 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,872,923 | 17,551 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,735,948 | 17,590 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,616,833 | 17,190 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,162,731 | 17,020 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,632,161 | 16,954 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,594,505 | 16,952 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,539,332 | 17,098 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||