Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,426,817
+$1,090,599 QoQ
Shares Held
10,469
+31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,435
of 5,056 holders
Holding Since
Sep 2023
11 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, 2026V-Square Quantitative Management LLC holds $6,117,174 across 9 Banks - Diversified names. JPM ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,469 | $3,426,817 | |
| 2 | C |
Citigroup Inc
|
5,298 | $741,508 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,520 | $704,092 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,901 | $561,126 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,969 | $224,763 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,709 | $205,358 | |
| 7 | ING |
Ing Groep NV
|
6,023 | $189,001 | |
| 8 | UBS |
UBS Group AG
|
730 | $36,178 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,426,817 | 10,469 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,336,218 | 7,942 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,491,727 | 7,733 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $590,256 | 2,036 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $246,526 | 1,005 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $233,237 | 973 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $241,223 | 1,144 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $231,385 | 1,144 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,255,480 | 6,268 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,066,186 | 6,268 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $207,523 | 1,431 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||