Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,063,487
+$245,285 QoQ
Shares Held
6,304
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,939
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, 2026SJS Investment Consulting Inc. holds $4,427,932 across 19 Banks - Diversified names. JPM ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,304 | $2,063,487 | |
| 2 | C |
Citigroup Inc
|
7,427 | $1,039,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,665 | $493,731 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,308 | $356,012 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
452 | $65,363 | |
| 6 | UBS |
UBS Group AG
|
1,057 | $52,384 | |
| 7 | BCS |
Barclays PLC
|
1,948 | $52,322 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
536 | $50,967 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,487 | 6,304 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,818,202 | 6,181 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,356,716 | 7,314 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,265,733 | 7,183 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $577,210 | 1,991 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $532,791 | 2,172 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $518,732 | 2,164 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $582,183 | 2,761 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $528,909 | 2,615 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $523,783 | 2,615 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $397,012 | 2,334 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $361,244 | 2,491 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $322,585 | 2,218 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $297,366 | 2,282 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $301,724 | 2,250 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $335,235 | 3,208 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $311,218 | 2,283 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $356,920 | 2,254 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||