Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$50,246,464
+$6,526,052 QoQ
Shares Held
153,504
+3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#595
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $122,439,782 across 6 Banks - Diversified names. JPM ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
153,504 | $50,246,464 | |
| 2 | BAC |
Bank Of America Corp /De/
|
701,051 | $39,945,885 | |
| 3 | C |
Citigroup Inc
|
133,229 | $18,646,730 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
141,913 | $11,727,690 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
13,453 | $1,279,245 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,106 | $593,768 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,246,464 | 153,504 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $43,720,412 | 148,628 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $69,717,452 | 216,366 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $67,887,790 | 215,223 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $63,802,233 | 220,076 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $53,696,905 | 218,903 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $55,156,072 | 230,095 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $48,744,927 | 231,172 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $46,328,866 | 229,056 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $45,139,407 | 225,359 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $38,896,596 | 228,669 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,134,952 | 269,859 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,066,538 | 275,485 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $35,965,299 | 275,998 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $30,310,623 | 226,030 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,954,704 | 238,801 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $25,917,754 | 230,155 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $28,192,339 | 206,810 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,506,265 | 97,924 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||