Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$735,510
+$74,533 QoQ
Shares Held
2,247
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,950
of 5,058 holders
Holding Since
Mar 2022
12 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, 2026WAYCROSS PARTNERS, LLC holds $44,052,430 across 2 Banks - Diversified names. JPM ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
309,495 | $43,316,920 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,247 | $735,510 |
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,510 | 2,247 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $660,977 | 2,247 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $724,028 | 2,247 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $708,771 | 2,247 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $651,427 | 2,247 | Shares | Sole | 2025-07-15 | |
| 2023-09-30 | $9,528,249 | 65,703 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,060,766 | 62,299 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,370,855 | 48,890 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,372,046 | 40,060 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,525,909 | 14,602 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,637,011 | 14,537 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,988,090 | 14,584 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||