Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,518,122
+$635,217 QoQ
Shares Held
19,913
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#1,850
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, 2026Gold Investment Management Ltd. holds $62,169,520 across 9 Banks - Diversified names. JPM ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
118,976 | $14,447,255 | |
| 2 | BNS |
Bank Of Nova Scotia
|
138,750 | $12,049,050 | |
| 3 | RY |
Royal Bank Of Canada
|
47,242 | $9,777,676 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,673 | $6,632,395 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
19,913 | $6,518,122 | |
| 6 | BAC |
Bank Of America Corp /De/
|
88,802 | $5,059,937 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
23,260 | $4,110,042 | |
| 8 | C |
Citigroup Inc
|
25,440 | $3,560,582 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,518,122 | 19,913 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,882,905 | 19,999 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,364,167 | 19,751 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,176,434 | 19,581 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,619,035 | 19,382 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,690,871 | 19,123 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,525,964 | 18,881 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,045,559 | 19,186 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,888,853 | 19,227 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,865,189 | 19,297 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,290,244 | 19,343 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||