Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,707,980
+$1,377,357 QoQ
Shares Held
17,438
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#1,975
of 5,058 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Interchange Capital Partners, LLC holds $9,656,387 across 8 Banks - Diversified names. JPM ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,438 | $5,707,980 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,552 | $1,285,012 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,334 | $771,361 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,167 | $457,979 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,958 | $281,276 | |
| 7 | UBS |
UBS Group AG
|
5,258 | $260,586 | |
| 8 | SAN |
Banco Santander, S.A.
|
12,826 | $176,998 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,707,980 | 17,438 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,330,623 | 14,722 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,427,795 | 16,845 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,177,468 | 16,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,145,423 | 14,299 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,421,689 | 13,949 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,727,660 | 11,379 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,551,827 | 12,102 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,421,861 | 11,974 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $641,560 | 3,203 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $370,137 | 2,176 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $416,497 | 2,872 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $273,572 | 1,881 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $713,707 | 5,477 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $813,375 | 4,969 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $883,311 | 5,679 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,063,631 | 6,987 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $769,027 | 6,052 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||