Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,805,497
+$1,574,018 QoQ
Shares Held
29,956
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,470
of 5,058 holders
Holding Since
Mar 2021
19 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, 2026E Fund Management Co., Ltd. holds $19,049,931 across 7 Banks - Diversified names. JPM ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,956 | $9,805,497 | |
| 2 | BAC |
Bank Of America Corp /De/
|
71,769 | $4,089,397 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
32,830 | $2,713,071 | |
| 4 | C |
Citigroup Inc
|
9,054 | $1,267,197 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
29,790 | $592,523 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,587 | $374,106 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,827 | $208,140 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,805,497 | 29,956 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $8,231,479 | 27,983 | Shares | Defined | 2026-04-13 | |
| 2025-06-30 | $8,407,100 | 28,999 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,771,280 | 39,834 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,088,055 | 33,741 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $4,588,524 | 21,761 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,614,183 | 17,869 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,196,988 | 15,961 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $777,186 | 4,569 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $657,810 | 4,536 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $709,892 | 4,881 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $712,013 | 5,464 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $761,553 | 5,679 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $620,625 | 5,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $656,741 | 5,832 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $785,884 | 5,765 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,034,342 | 6,532 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,075,115 | 6,568 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $816,561 | 5,364 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||