Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$78,241,689
+$7,928,625 QoQ
Shares Held
239,030
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
6.84%
of 13F equity value
Holder Rank
#468
of 5,056 holders
Holding Since
Jun 2021
21 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, 2026JTC Employer Solutions Trustee Ltd holds $123,370,581 across 7 Banks - Diversified names. JPM ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
239,030 | $78,241,689 | |
| 2 | C |
Citigroup Inc
|
167,803 | $23,485,707 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,000 | $12,136,740 | |
| 4 | TD |
Toronto Dominion Bank
|
58,079 | $7,052,532 | |
| 5 | RY |
Royal Bank Of Canada
|
9,638 | $1,994,776 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,707 | $301,626 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
1,906 | $157,511 |
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,241,689 | 239,030 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $70,313,064 | 239,030 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $76,951,291 | 238,816 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $76,276,020 | 241,816 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $71,572,400 | 246,878 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $75,480,036 | 307,705 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $74,126,961 | 309,236 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $65,710,512 | 311,631 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $64,203,594 | 317,431 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $64,823,289 | 323,631 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $56,830,920 | 334,103 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $48,758,624 | 336,220 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $49,693,066 | 341,674 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $44,523,538 | 341,674 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $45,876,012 | 342,103 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $38,937,013 | 372,603 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,511,471 | 48,943 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,790,644 | 49,814 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,888,046 | 49,814 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $8,154,053 | 49,814 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,748,069 | 49,814 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||