Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$27,854,473
-$351,941 QoQ
Shares Held
85,096
-11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#830
of 5,072 holders
Holding Since
Dec 2024
7 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, 2026Guardian Partners Inc. holds $362,642,413 across 12 Banks - Diversified names. JPM ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
418,144 | $86,543,263 | |
| 2 | TD |
Toronto Dominion Bank
|
608,579 | $73,899,747 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
303,771 | $53,676,335 | |
| 4 | BNS |
Bank Of Nova Scotia
|
546,953 | $47,497,398 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
338,582 | $38,936,930 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
85,096 | $27,854,473 | |
| 7 | ING |
Ing Groep NV
|
569,007 | $17,855,439 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
406,684 | $8,088,944 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,854,473 | 85,096 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $28,206,414 | 95,888 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $32,485,575 | 100,818 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,006,398 | 88,788 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,795,901 | 88,979 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,301,940 | 90,917 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,680,161 | 94,615 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||