LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1807328
LIBERTYVILLE, IL
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,174,098
+$907,459 QoQ
Shares Held
18,862
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,892
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 19%
None 81%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $6,916,556 across 2 Banks - Diversified names. JPM ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,862 | $6,174,098 | |
| 2 | UBS |
UBS Group AG
|
14,981 | $742,458 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,174,098 | 18,862 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,266,639 | 17,904 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,490,779 | 13,937 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,248,179 | 26,149 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,801,968 | 20,013 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,521,457 | 22,509 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,363,750 | 22,376 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,568,703 | 21,667 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,191,838 | 20,725 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,467,891 | 22,306 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,661,402 | 21,525 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,985,091 | 20,584 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,870,403 | 19,736 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,474,195 | 18,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,322,880 | 17,322 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,675,239 | 16,031 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,411,678 | 12,536 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,809,648 | 13,275 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,995,051 | 12,599 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,010,440 | 12,282 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,949,849 | 12,536 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,893,284 | 12,437 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,559,403 | 12,272 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,094,686 | 11,371 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $996,659 | 10,596 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $913,354 | 10,145 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||