Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,505,049
+$322,827 QoQ
Shares Held
10,708
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,414
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026Morton Capital Management LLC/CA holds $4,146,196 across 3 Banks - Diversified names. JPM ranks #1 (84.5% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,505,049 | 10,708 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,182,222 | 10,818 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,664,608 | 11,373 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,716,396 | 11,782 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,674,029 | 12,673 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,862,405 | 11,669 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,774,403 | 11,574 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,439,650 | 11,570 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,943,111 | 9,607 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,925,083 | 9,611 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,616,800 | 9,505 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,373,774 | 9,473 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $1,377,753 | 9,473 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $1,234,426 | 9,473 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $1,270,329 | 9,473 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $1,020,860 | 9,769 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $1,114,163 | 9,894 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $1,298,856 | 9,528 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $1,500,682 | 9,477 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||