Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,286,978
+$1,064,925 QoQ
Shares Held
40,592
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,242
of 5,058 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $27,695,014 across 19 Banks - Diversified names. JPM ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
40,592 | $13,286,978 | |
| 2 | BAC |
Bank Of America Corp /De/
|
63,587 | $3,623,186 | |
| 3 | C |
Citigroup Inc
|
20,653 | $2,890,593 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
26,563 | $2,195,166 | |
| 5 | UBS |
UBS Group AG
|
22,424 | $1,111,332 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
40,736 | $1,020,843 | |
| 7 | BCS |
Barclays PLC
|
36,131 | $970,478 | |
| 8 | ING |
Ing Groep NV
|
19,361 | $607,547 |
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,286,978 | 40,592 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,222,053 | 41,549 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,987,095 | 46,512 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,304,347 | 48,519 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $13,815,371 | 47,654 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $11,600,480 | 47,291 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $10,702,570 | 44,648 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,926,342 | 51,818 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $6,818,183 | 33,710 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $5,812,104 | 29,017 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $4,204 | 28,990 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $4,789,140 | 33,024 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $3,675 | 28,197 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $4,869,293 | 37,367 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $4,277 | 40,929 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,368,662 | 32,236 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,239,789 | 28,770 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||