Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$82,484,214
+$43,650,094 QoQ
Shares Held
251,991
+90.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Vise Technologies, Inc. holds $159,529,284 across 13 Banks - Diversified names. JPM ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
251,991 | $82,484,214 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
192,201 | $15,883,490 | |
| 3 | C |
Citigroup Inc
|
98,629 | $13,804,114 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
375,841 | $7,475,477 | |
| 5 | RY |
Royal Bank Of Canada
|
32,102 | $6,644,150 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
64,551 | $6,138,154 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
248,161 | $5,851,636 | |
| 8 | TD |
Toronto Dominion Bank
|
48,083 | $5,838,718 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,484,214 | 251,991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $38,834,120 | 132,017 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $42,538,517 | 132,017 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $25,088,671 | 79,538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,868,747 | 106,477 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $11,082,512 | 46,233 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $10,775,367 | 51,102 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,060,870 | 39,854 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,944,498 | 39,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,948,549 | 29,092 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,868,118 | 26,673 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,680,504 | 25,306 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,136,692 | 24,071 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,708,820 | 20,200 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,658,310 | 15,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,404,922 | 12,476 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,221,018 | 8,957 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $335,385 | 2,118 | Shares | Sole | 2022-06-07 | |
| No filing history on record for this holder in this stock. | ||||||