Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,788,169
-$32,906 QoQ
Shares Held
20,738
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#1,812
of 5,058 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STUDIO INVESTMENT MANAGEMENT LLC holds $12,164,214 across 6 Banks - Diversified names. JPM ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,738 | $6,788,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
52,576 | $2,995,780 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,429 | $779,212 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,546 | $657,397 | |
| 5 | UBS |
UBS Group AG
|
11,286 | $559,334 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,175 | $384,322 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,788,169 | 20,738 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $6,821,075 | 21,169 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,794,046 | 21,539 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,353,667 | 21,916 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,456,698 | 22,245 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,495,112 | 22,924 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,921,683 | 23,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,857,880 | 24,018 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,678,407 | 23,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,194,155 | 24,657 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $3,477,144 | 23,977 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,311,814 | 22,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,904,740 | 22,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,098,380 | 23,105 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,436,731 | 23,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,323,707 | 20,635 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,768,931 | 20,312 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,111,260 | 19,648 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||