Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$243,206
-$3,888 QoQ
Shares Held
743
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4,810
of 5,058 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Covestor Ltd holds $490,993 across 7 Banks - Diversified names. JPM ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
743 | $243,206 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,421 | $80,968 | |
| 3 | C |
Citigroup Inc
|
454 | $63,541 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
727 | $60,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
289 | $41,792 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
17 | $1,011 | |
| 7 | UBS |
UBS Group AG
|
8 | $396 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,206 | 743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $247,094 | 840 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $362,819 | 1,126 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $416,998 | 1,322 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $442,112 | 1,525 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350,533 | 1,429 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $356,928 | 1,489 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $308,066 | 1,461 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $259,701 | 1,284 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $383,374 | 1,914 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $356,699 | 2,097 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $242,038 | 1,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $184,127 | 1,266 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $219,311 | 1,683 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $226,869 | 2,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223,756 | 1,987 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $347,070 | 2,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $326,359 | 2,061 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||