Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,278,209
+$235,713 QoQ
Shares Held
10,015
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#2,488
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026United Community Bank holds $6,553,458 across 6 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,015 | $3,278,209 | |
| 2 | C |
Citigroup Inc
|
9,146 | $1,280,074 | |
| 3 | TD |
Toronto Dominion Bank
|
8,455 | $1,026,690 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,183 | $751,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,998 | $165,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
361 | $52,204 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,278,209 | 10,015 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,042,496 | 10,343 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,137,133 | 9,736 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,412,637 | 10,819 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,551,208 | 8,800 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $2,346,785 | 9,567 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,193,825 | 9,152 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,004,435 | 9,506 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,243,467 | 11,092 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $2,525,783 | 12,610 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $2,238,686 | 13,161 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,957,479 | 13,498 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $484,751 | 3,333 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $339,848 | 2,608 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $349,732 | 2,608 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $270,968 | 2,593 | Shares | Defined | 2024-02-13 | |
| 2022-06-30 | $275,669 | 2,448 | Shares | Defined | 2024-02-13 | |
| 2022-03-31 | $300,312 | 2,203 | Shares | Defined | 2024-02-13 | |
| 2021-12-31 | $379,723 | 2,398 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||