Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,716,015
+$2,428,110 QoQ
Shares Held
81,618
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#853
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, 2026Ascent Group, LLC holds $57,409,331 across 18 Banks - Diversified names. JPM ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
81,618 | $26,716,015 | |
| 2 | C |
Citigroup Inc
|
58,481 | $8,184,997 | |
| 3 | BAC |
Bank Of America Corp /De/
|
125,408 | $7,145,744 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
46,888 | $3,874,821 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
21,818 | $3,155,099 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
13,647 | $1,297,691 | |
| 7 | RY |
Royal Bank Of Canada
|
5,805 | $1,201,458 | |
| 8 | SAN |
Banco Santander, S.A.
|
65,528 | $904,284 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,716,015 | 81,618 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $24,287,905 | 82,567 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $26,699,469 | 82,861 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $25,628,366 | 81,249 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $23,416,317 | 80,771 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $18,256,448 | 74,425 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $15,074,881 | 62,888 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $12,467,519 | 59,127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,418,817 | 51,512 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,727,369 | 48,564 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,068,183 | 47,432 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,506,902 | 44,869 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,314,468 | 50,292 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,823,814 | 44,692 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,632,618 | 34,546 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,461,562 | 33,125 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,538,656 | 31,424 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,010,807 | 29,422 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,733,239 | 29,891 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||