Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$297,102,053
+$27,869,176 QoQ
Shares Held
907,653
-0.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#204
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026LGT Group Foundation holds $616,537,842 across 8 Banks - Diversified names. JPM ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
907,653 | $297,102,053 | |
| 2 | UBS |
UBS Group AG
|
3,276,919 | $162,404,103 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,198,041 | $68,264,372 | |
| 4 | C |
Citigroup Inc
|
213,938 | $29,942,760 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
352,951 | $29,167,868 | |
| 6 | RY |
Royal Bank Of Canada
|
135,667 | $28,078,996 | |
| 7 | TD |
Toronto Dominion Bank
|
7,580 | $920,439 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,545 | $657,251 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,102,053 | 907,653 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $269,232,877 | 915,260 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $273,606,342 | 849,129 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $260,002,321 | 824,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $224,767,509 | 775,301 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $183,077,199 | 746,340 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $126,039,754 | 525,801 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $107,855,098 | 511,501 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $102,372,884 | 506,145 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $104,538,370 | 521,909 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $112,026,836 | 658,594 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $92,264,911 | 636,222 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $94,518,688 | 649,881 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $97,588,374 | 748,894 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $103,966,788 | 775,293 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $69,695,124 | 666,939 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $85,318,851 | 757,649 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $104,979,891 | 770,099 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $113,395,540 | 716,107 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||