Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$101,837,272
+$21,876,054 QoQ
Shares Held
311,115
+14.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#402
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $126,700,767 across 8 Banks - Diversified names. JPM ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
311,115 | $101,837,272 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,406 | $13,926,253 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
63,814 | $5,273,588 | |
| 4 | C |
Citigroup Inc
|
20,587 | $2,881,356 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
11,771 | $1,702,204 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,818 | $554,070 | |
| 7 | RY |
Royal Bank Of Canada
|
1,500 | $310,455 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,267 | $215,569 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,837,272 | 311,115 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $79,961,218 | 271,829 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $83,663,778 | 259,648 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $83,299,700 | 264,083 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $77,001,545 | 265,605 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $62,142,094 | 253,331 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $84,483,392 | 352,440 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $74,222,720 | 352,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $70,791,606 | 350,003 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $68,103,201 | 340,006 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $57,437,667 | 337,670 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $48,962,522 | 337,626 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $29,101,671 | 200,094 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,128,212 | 93,072 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $10,250,738 | 76,441 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||