Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$45,641,913
+$6,871,037 QoQ
Shares Held
139,437
+5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#631
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $97,370,895 across 14 Banks - Diversified names. JPM ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
139,437 | $45,641,913 | |
| 2 | BAC |
Bank Of America Corp /De/
|
246,038 | $14,019,245 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
128,028 | $10,580,233 | |
| 4 | C |
Citigroup Inc
|
54,959 | $7,692,061 | |
| 5 | UBS |
UBS Group AG
|
93,266 | $4,622,262 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
24,848 | $3,593,269 | |
| 7 | SAN |
Banco Santander, S.A.
|
213,651 | $2,948,383 | |
| 8 | TD |
Toronto Dominion Bank
|
22,765 | $2,764,353 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,641,913 | 139,437 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $38,770,876 | 131,802 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $39,142,963 | 121,479 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,467,351 | 109,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,245,050 | 107,775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $22,107,907 | 90,126 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,029,039 | 87,727 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,472,390 | 87,605 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $17,632,217 | 87,176 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,438,718 | 87,063 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,609,889 | 85,890 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $12,248,389 | 84,460 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,332,193 | 91,668 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,659,488 | 81,801 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,916,024 | 73,945 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||