Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,907,951
+$223,322 QoQ
Shares Held
30,269
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#1,459
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Trust holds $13,326,522 across 6 Banks - Diversified names. JPM ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
30,269 | $9,907,951 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,612 | $2,257,091 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,203 | $347,335 | |
| 4 | C |
Citigroup Inc
|
2,331 | $326,246 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,831 | $264,780 | |
| 6 | UBS |
UBS Group AG
|
4,502 | $223,119 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,907,951 | 30,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,684,629 | 32,923 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,017,194 | 37,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,773,424 | 37,325 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $10,799,147 | 37,250 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $8,914,692 | 36,342 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,774,105 | 36,603 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $7,723,380 | 36,628 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $8,403,296 | 41,547 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $8,531,177 | 42,592 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,681,205 | 45,157 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $6,507,481 | 44,873 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,139,504 | 49,089 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,467,545 | 49,632 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $6,918,218 | 51,590 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,441,001 | 52,067 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $6,210,328 | 55,149 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $7,507,823 | 55,075 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $8,198,412 | 51,774 | Shares | Sole | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||