Lorne Steinberg Wealth Management Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,899,420
+$1,489,542 QoQ
Shares Held
39,408
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#1,260
of 5,057 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, 2026Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. JPM ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
132,522 | $27,428,078 | |
| 2 | TD |
Toronto Dominion Bank
|
162,268 | $19,704,203 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
101,991 | $18,021,809 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146,592 | $16,858,080 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
39,408 | $12,899,420 | |
| 6 | BNS |
Bank Of Nova Scotia
|
116,512 | $10,117,902 | |
| 7 | ING |
Ing Groep NV
|
10,250 | $321,645 | |
| 8 | BAC |
Bank Of America Corp /De/
|
3,641 | $207,464 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,899,420 | 39,408 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,409,878 | 38,788 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,359,070 | 38,356 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,191,369 | 38,650 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,167,333 | 38,520 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,523,772 | 38,825 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,358,038 | 39,039 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,227,968 | 39,021 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,896,432 | 39,041 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,817,909 | 39,031 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,625,224 | 38,949 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,687,539 | 39,219 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,756,369 | 39,579 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,164,706 | 39,634 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,546,140 | 26,444 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,724,837 | 26,075 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $494,245 | 4,389 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $680,100 | 4,989 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $754,379 | 4,764 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $783,256 | 4,785 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $763,701 | 4,910 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $710,914 | 4,670 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $606,123 | 4,770 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||