Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$380,684
+$112,999 QoQ
Shares Held
1,163
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#4,509
of 5,057 holders
Holding Since
Mar 2021
22 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, 2026Hoese & Co LLP holds $1,080,242 across 4 Banks - Diversified names. JPM ranks #1 (35.2% of the industry book) .
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,684 | 1,163 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $267,685 | 910 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $422,107 | 1,310 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $413,213 | 1,310 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $379,781 | 1,310 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $284,548 | 1,160 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $278,063 | 1,160 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $102,266 | 485 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $98,095 | 485 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $89,133 | 445 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $75,694 | 445 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $64,533 | 445 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $64,720 | 445 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $188,688 | 1,448 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $194,176 | 1,448 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $154,973 | 1,483 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $167,000 | 1,483 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $74,294 | 545 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $241,166 | 1,523 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $264,849 | 1,618 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $251,663 | 1,618 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $240,979 | 1,583 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||