Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,833,368
+$272,706 QoQ
Shares Held
8,656
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#2,626
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026City State Bank holds $4,756,052 across 9 Banks - Diversified names. JPM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,656 | $2,833,368 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,106 | $803,759 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,099 | $303,536 | |
| 4 | C |
Citigroup Inc
|
1,925 | $269,423 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,189 | $263,538 | |
| 6 | BNS |
Bank Of Nova Scotia
|
1,655 | $143,720 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
995 | $114,425 | |
| 8 | TD |
Toronto Dominion Bank
|
153 | $18,578 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,833,368 | 8,656 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,560,662 | 8,705 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,728,558 | 8,468 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,645,826 | 8,388 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,475,251 | 8,538 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,126,015 | 8,667 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,069,416 | 8,633 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,836,168 | 8,708 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,800,316 | 8,901 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,817,722 | 9,075 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,541,956 | 9,065 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,326,933 | 9,150 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,332,230 | 9,160 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,208,755 | 9,276 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,252,359 | 9,339 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $964,221 | 9,227 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,004,593 | 8,921 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,214,747 | 8,911 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $1,335,523 | 8,434 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||