Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,768,809
+$2,942,545 QoQ
Shares Held
42,064
+14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,217
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Systematic Alpha Investments, LLC holds $20,395,634 across 4 Banks - Diversified names. JPM ranks #1 (67.5% of the industry book) .
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,768,809 | 42,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,826,264 | 36,804 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,858,984 | 36,804 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,609,085 | 36,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,669,847 | 36,804 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,028,021 | 36,804 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,822,286 | 36,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,760,491 | 36,804 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,443,977 | 36,804 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,371,841 | 36,804 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,260,360 | 36,804 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,337,316 | 36,804 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,352,773 | 36,804 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,795,929 | 36,804 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,935,416 | 36,804 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,846,018 | 36,804 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,144,498 | 36,804 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $5,725,985 | 42,004 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,651,333 | 42,004 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,875,634 | 42,004 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,502,194 | 41,804 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,760,081 | 24,700 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,041,974 | 8,200 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||