Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,059,560
+$247,829 QoQ
Shares Held
6,292
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#2,941
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. JPM ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,059,560 | 6,292 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,811,731 | 6,159 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,845,998 | 5,729 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,785,964 | 5,662 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,656,545 | 5,714 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,457,327 | 5,941 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,374,736 | 5,735 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,147,710 | 5,443 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,070,157 | 5,291 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,006,908 | 5,027 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $853,221 | 5,016 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $711,178 | 4,904 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $730,981 | 5,026 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $765,962 | 5,878 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $813,182 | 6,064 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $639,122 | 6,116 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $655,840 | 5,824 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $814,648 | 5,976 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $905,762 | 5,720 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $907,824 | 5,546 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $647,046 | 4,160 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $600,547 | 3,945 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $489,981 | 3,856 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $350,807 | 3,644 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $354,700 | 3,771 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $312,494 | 3,471 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||