Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,205,883
+$120,139 QoQ
Shares Held
3,684
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#3,457
of 5,056 holders
Holding Since
Dec 2023
11 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, 2026Quantum Portfolio Management LLC holds $2,598,227 across 7 Banks - Diversified names. JPM ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,684 | $1,205,883 | |
| 2 | UBS |
UBS Group AG
|
11,823 | $585,947 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,106 | $347,919 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,500 | $289,240 | |
| 5 | SAN |
Banco Santander, S.A.
|
4,312 | $59,505 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,792 | $55,532 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
570 | $54,201 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,883 | 3,684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,085,744 | 3,691 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,181,580 | 3,667 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,359,818 | 4,311 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,127,459 | 3,889 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $960,349 | 3,915 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $962,435 | 4,015 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $864,315 | 4,099 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $849,492 | 4,200 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $688,631 | 3,438 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $401,776 | 2,362 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||