Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,554,469
+$436,524 QoQ
Shares Held
13,914
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#2,186
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026SITTNER & NELSON, LLC holds $7,083,238 across 11 Banks - Diversified names. JPM ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,914 | $4,554,469 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
14,305 | $1,182,165 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,810 | $957,833 | |
| 4 | C |
Citigroup Inc
|
1,188 | $166,272 | |
| 5 | TD |
Toronto Dominion Bank
|
1,000 | $121,430 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
600 | $86,766 | |
| 7 | UBS |
UBS Group AG
|
97 | $4,807 | |
| 8 | BCS |
Barclays PLC
|
123 | $3,303 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,554,469 | 13,914 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,117,945 | 13,999 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,571,012 | 14,186 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,462,703 | 14,148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,111,213 | 14,181 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,411,141 | 13,906 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,335,324 | 13,914 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,130,427 | 14,846 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,008,010 | 14,872 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,967,845 | 14,817 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,655,601 | 15,612 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,182,551 | 15,050 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,243,557 | 15,426 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,962,338 | 15,059 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,175,638 | 16,224 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,548,272 | 14,816 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,498,951 | 13,311 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,586,083 | 11,635 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,842,243 | 11,634 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,904,042 | 11,632 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,934,295 | 12,436 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,851,573 | 12,163 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,500,696 | 11,810 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||