Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,068,732
+$108,300 QoQ
Shares Held
3,265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3,582
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Tacita Capital Inc holds $20,836,418 across 8 Banks - Diversified names. JPM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
34,999 | $7,243,743 | |
| 2 | TD |
Toronto Dominion Bank
|
46,754 | $5,677,338 | |
| 3 | BNS |
Bank Of Nova Scotia
|
38,834 | $3,372,344 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,956 | $1,834,940 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,605 | $1,520,503 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
3,265 | $1,068,732 | |
| 7 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 8 | C |
Citigroup Inc
|
5 | $699 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,732 | 3,265 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $960,432 | 3,265 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,039,481 | 3,226 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $985,087 | 3,123 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $894,952 | 3,087 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $614,967 | 2,507 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $600,952 | 2,507 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $491,725 | 2,332 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $471,670 | 2,332 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $467,099 | 2,332 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $396,673 | 2,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $336,446 | 2,320 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $337,420 | 2,320 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $302,319 | 2,320 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $311,112 | 2,320 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $242,440 | 2,320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $261,255 | 2,320 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $316,262 | 2,320 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $367,372 | 2,320 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $310,192 | 1,895 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $294,748 | 1,895 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $288,475 | 1,895 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $240,797 | 1,895 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||