Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,750,212
+$366,052 QoQ
Shares Held
14,512
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#2,153
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sterling Investment Counsel, LLC holds $7,123,814 across 3 Banks - Diversified names. JPM ranks #1 (66.7% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,750,212 | 14,512 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,384,160 | 14,904 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,982,165 | 15,462 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,279,438 | 13,567 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,193,459 | 7,566 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,195,365 | 17,103 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,798,304 | 7,502 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,529,163 | 16,737 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,067,069 | 15,164 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,966,442 | 14,810 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,758,493 | 10,338 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,503,277 | 10,366 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,521,738 | 10,463 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,327,988 | 10,191 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,390,885 | 10,372 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,083,142 | 10,365 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,171,932 | 10,407 | Shares | Sole | 2022-10-20 | |
| 2022-03-31 | $1,408,458 | 10,332 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,141,070 | 7,206 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||