Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,145,627
+$451,716 QoQ
Shares Held
15,720
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,062
of 5,058 holders
Holding Since
Mar 2026
2 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, 2026Vanguard National Trust Co holds $7,027,675 across 9 Banks - Diversified names. JPM ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,720 | $5,145,627 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,412 | $1,049,115 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,354 | $607,734 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
813 | $117,567 | |
| 5 | C |
Citigroup Inc
|
512 | $71,659 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
265 | $25,198 | |
| 7 | TD |
Toronto Dominion Bank
|
47 | $5,707 | |
| 8 | RY |
Royal Bank Of Canada
|
14 | $2,897 |
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,145,627 | 15,720 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,693,911 | 15,957 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||