Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,681,732
+$2,045,502 QoQ
Shares Held
44,853
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,172
of 5,058 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $21,174,012 across 6 Banks - Diversified names. JPM ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
44,853 | $14,681,732 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,610 | $3,282,617 | |
| 3 | C |
Citigroup Inc
|
9,768 | $1,367,129 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,906 | $901,271 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,333 | $481,984 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,091 | $459,279 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,681,732 | 44,853 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $12,636,230 | 42,957 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $11,976,917 | 37,170 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,789,510 | 37,376 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $10,535,039 | 36,339 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $7,748,535 | 31,588 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,239,311 | 34,372 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,788,847 | 32,196 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,089,590 | 39,996 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,297,827 | 41,427 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,553,120 | 44,404 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||