Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,846,352
+$1,722,416 QoQ
Shares Held
57,576
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,038
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,576 | $18,846,352 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,870 | $4,323,072 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,494 | $2,520,024 | |
| 4 | RY |
Royal Bank Of Canada
|
12,118 | $2,508,062 | |
| 5 | TD |
Toronto Dominion Bank
|
17,650 | $2,143,239 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
14,776 | $2,136,757 | |
| 7 | C |
Citigroup Inc
|
12,659 | $1,771,753 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,391 | $1,558,620 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,846,352 | 57,576 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,123,936 | 58,213 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,805,081 | 58,361 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $18,347,932 | 58,168 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,833,914 | 58,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,702,212 | 55,859 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,505,980 | 56,343 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,746,378 | 55,707 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,228,463 | 55,515 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,318,975 | 6,585 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,120,108 | 6,585 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $954,956 | 6,585 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $592,813 | 4,076 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $531,143 | 4,076 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $546,591 | 4,076 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $425,942 | 4,076 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $458,998 | 4,076 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $694,550 | 5,095 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $615,348 | 3,886 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $551,962 | 3,372 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $591,829 | 3,805 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $491,702 | 3,230 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $410,436 | 3,230 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||