Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,584,270
+$261,877 QoQ
Shares Held
7,895
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#2,736
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 77%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TI-TRUST, INC holds $6,979,453 across 6 Banks - Diversified names. JPM ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,895 | $2,584,270 | |
| 2 | RY |
Royal Bank Of Canada
|
6,000 | $1,241,820 | |
| 3 | TD |
Toronto Dominion Bank
|
10,130 | $1,230,085 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
6,692 | $1,182,476 | |
| 5 | BAC |
Bank Of America Corp /De/
|
9,410 | $536,181 | |
| 6 | C |
Citigroup Inc
|
1,462 | $204,621 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,584,270 | 7,895 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,322,393 | 7,895 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,547,793 | 7,907 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,507,353 | 7,949 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,284,200 | 7,879 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,932,718 | 7,879 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,029,864 | 8,468 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,790,412 | 8,491 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,717,389 | 8,491 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,834,547 | 9,159 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,469,834 | 8,641 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,274,435 | 8,788 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,260,964 | 8,670 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,133,045 | 8,695 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,159,965 | 8,650 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $868,917 | 8,315 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $914,055 | 8,117 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,133,773 | 8,317 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,337,582 | 8,447 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||