Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,672,001
+$59,122 QoQ
Shares Held
5,108
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#3,132
of 5,057 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, 2026Raleigh Capital Management Inc. holds $4,582,204 across 7 Banks - Diversified names. JPM ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,108 | $1,672,001 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,287 | $1,053,773 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
12,182 | $1,006,720 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,425 | $480,056 | |
| 5 | C |
Citigroup Inc
|
2,627 | $367,674 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
6 | $1,060 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8 | $920 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,672,001 | 5,108 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,612,879 | 5,483 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,047,708 | 6,355 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,188,453 | 6,938 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,177,803 | 7,512 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,896,414 | 7,731 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,256,629 | 9,414 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,057,571 | 9,758 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,023,409 | 10,004 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,105,153 | 10,510 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,657,284 | 9,743 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $1,221,938 | 8,426 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $1,176,173 | 8,087 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,104,377 | 8,475 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $2,582,229 | 19,256 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,586,518 | 15,182 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $956,621 | 8,495 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $1,065,067 | 7,813 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $949,940 | 5,999 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||