Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,768,788
+$976,221 QoQ
Shares Held
51,229
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#1,102
of 5,058 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $22,212,829 across 10 Banks - Diversified names. JPM ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
51,229 | $16,768,788 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,813 | $2,724,384 | |
| 3 | C |
Citigroup Inc
|
6,381 | $893,084 | |
| 4 | RY |
Royal Bank Of Canada
|
4,000 | $827,880 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,133 | $506,831 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,026 | $292,979 | |
| 7 | TD |
Toronto Dominion Bank
|
867 | $105,279 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in JPM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,768,788 | 51,229 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,792,567 | 53,687 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,280,658 | 53,630 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,671,737 | 52,854 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,042,270 | 51,886 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,812,509 | 52,232 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,825,683 | 53,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,935,199 | 51,860 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,555,975 | 47,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,793,971 | 43,904 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,342,196 | 43,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,581,819 | 38,490 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,633,182 | 38,732 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,962,856 | 38,085 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,884,056 | 36,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,032,237 | 38,586 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||