Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,343,955
+$1,202,345 QoQ
Shares Held
31,601
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.96%
of 13F equity value
Holder Rank
#1,418
of 5,056 holders
Holding Since
Mar 2023
14 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, 2026Brown Shipley& Co Ltd holds $13,386,374 across 4 Banks - Diversified names. JPM ranks #1 (77.3% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,343,955 | 31,601 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,141,610 | 31,077 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,930,498 | 30,819 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,136,973 | 32,137 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,825,819 | 37,342 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,162,533 | 41,429 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,355,781 | 47,373 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $10,664,877 | 50,578 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,224,823 | 55,497 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $12,120,753 | 60,513 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,320,969 | 54,797 | Shares | Sole | 2024-03-07 | |
| 2023-09-30 | $7,965,513 | 54,927 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $7,257,746 | 49,902 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $6,109,584 | 46,885 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||