Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,227,132
+$492,921 QoQ
Shares Held
15,969
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#2,046
of 5,058 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cetera Trust Company, N.A holds $12,011,943 across 6 Banks - Diversified names. JPM ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,969 | $5,227,132 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,468 | $3,673,386 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,926 | $1,646,684 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
33,020 | $656,767 | |
| 5 | ING |
Ing Groep NV
|
17,430 | $546,953 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,805 | $261,021 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,227,132 | 15,969 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,734,211 | 16,094 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,435,529 | 16,869 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,352,531 | 16,969 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,926,730 | 16,994 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,198,554 | 17,116 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,191,569 | 17,486 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,764,061 | 17,851 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,553,910 | 17,571 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,823,927 | 19,091 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,362,196 | 19,766 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||