Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,085,349
+$1,113,918 QoQ
Shares Held
183,562
-8.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#542
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 Fund Management Co Ltd. holds $105,452,351 across 7 Banks - Diversified names. JPM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
183,562 | $60,085,349 | |
| 2 | UBS |
UBS Group AG
|
376,123 | $18,640,655 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
99,828 | $8,249,785 | |
| 4 | RY |
Royal Bank Of Canada
|
34,394 | $7,118,526 | |
| 5 | BAC |
Bank Of America Corp /De/
|
109,098 | $6,216,404 | |
| 6 | C |
Citigroup Inc
|
31,467 | $4,404,121 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,100 | $737,511 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,085,349 | 183,562 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $58,971,431 | 200,474 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $18,365,251 | 56,996 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $17,267,584 | 54,743 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,862,425 | 54,715 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $8,517,306 | 34,722 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,628,431 | 40,167 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $8,545,944 | 40,529 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,568,340 | 42,363 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $3,407,103 | 17,010 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,869,587 | 16,870 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,580,718 | 10,900 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $1,490,760 | 10,250 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $2,286,940 | 17,550 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $341,955 | 2,550 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $266,475 | 2,550 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $11,579,573 | 102,829 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $14,459,462 | 106,070 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $9,904,792 | 62,550 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||