Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,426,790
+$751,418 QoQ
Shares Held
22,689
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,733
of 5,086 holders
Holding Since
Sep 2023
12 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, 2026Ramirez Asset Management, Inc. holds $26,890,939 across 8 Banks - Diversified names. JPM ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
446,780 | $10,535,072 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
22,689 | $7,426,790 | |
| 3 | C |
Citigroup Inc
|
30,921 | $4,327,703 | |
| 4 | BAC |
Bank Of America Corp /De/
|
44,077 | $2,511,507 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,414 | $1,939,798 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,000 | $82,640 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,552 | $38,893 | |
| 8 | TD |
Toronto Dominion Bank
|
235 | $28,536 |
All Filings in JPM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,426,790 | 22,689 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,675,372 | 22,693 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,657,558 | 23,765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,496,193 | 23,765 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,498,332 | 22,415 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,763,883 | 15,344 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,721,977 | 15,527 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,274,023 | 15,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,059,587 | 15,127 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,029,938 | 15,127 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,425,285 | 14,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,067,695 | 14,258 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||