Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,411,105
+$268,006 QoQ
Shares Held
10,421
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#2,442
of 5,057 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UNION SAVINGS BANK holds $4,339,489 across 4 Banks - Diversified names. JPM ranks #1 (78.6% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,411,105 | 10,421 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,143,099 | 10,685 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,489,320 | 10,829 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $3,235,395 | 11,160 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,152,840 | 12,853 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,047,912 | 12,715 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,734,854 | 12,970 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,607,940 | 12,894 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,671,200 | 13,336 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,284,272 | 13,429 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,969,080 | 13,578 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,883,592 | 12,951 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||