Siemens Fonds Invest GmbH

Position in JPM — Jpmorgan Chase & Co

CIK 1856637 MUNICH, 2M

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,863,993

+$1,675,211 QoQ

Shares Held

72,905

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#903

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $50,688,056 across 5 Banks - Diversified names. JPM ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	72,905	$23,863,993
2	BAC	Bank Of America Corp /De/	183,062	$10,430,872
3	WFC	Wells Fargo & Company/Mn	93,535	$7,729,732
4	C	Citigroup Inc	44,716	$6,258,451
5	BNY	Bank of New York Mellon Corp	16,631	$2,405,008

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,863,993	72,905	-3.3%	Shares	Sole	2026-08-14
2026-03-31	$22,188,782	75,431	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$25,128,971	77,987	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$25,986,700	82,385	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$24,549,288	84,679	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$19,587,450	79,851	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$18,965,855	79,120	+5.5%	Shares	Sole	2025-03-04
2024-09-30	$15,809,017	74,974	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$15,286,204	75,577	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$15,153,496	75,654	-4.0%	Shares	Sole	2024-05-15
2023-12-31	$13,401,838	78,788	+9.9%	Shares	Sole	2024-02-14
2023-09-30	$10,399,529	71,711	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$10,230,540	70,342	0.0%	Shares	Sole	2023-08-14
2023-03-31	$9,166,266	70,342	-5.1%	Shares	Sole	2023-05-15
2022-12-31	$9,935,066	74,087	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$7,860,490	75,220	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$8,704,978	77,302	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$10,638,003	78,037	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$12,450,268	78,625	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$12,645,707	77,254	+4.3%	Shares	Sole	2021-11-15
2021-06-30	$11,515,403	74,035	-5.2%	Shares	Sole	2021-08-16
2021-03-31	$11,892,816	78,124	-2.6%	Shares	Sole	2021-07-14
2020-12-31	$10,193,682	80,221	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.