Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,329,491
+$1,958,755 QoQ
Shares Held
59,052
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,021
of 5,058 holders
Holding Since
Dec 2023
9 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, 2026Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. JPM ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
59,052 | $19,329,491 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,782 | $6,084,438 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
49,044 | $4,052,996 | |
| 4 | C |
Citigroup Inc
|
27,097 | $3,792,496 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,434 | $2,608,699 | |
| 6 | SAN |
Banco Santander, S.A.
|
160,444 | $2,214,127 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100,440 | $1,997,751 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,040 | $1,793,023 |
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,329,491 | 59,052 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,370,736 | 59,052 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,006,620 | 55,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,266,181 | 48,398 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,859,738 | 37,459 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,843,643 | 40,129 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,285,646 | 38,737 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,412,252 | 30,410 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $2,187,826 | 12,862 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||