Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$544,676
+$239,045 QoQ
Shares Held
1,664
+60.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#4,210
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, 2026Caitlin John, LLC holds $939,154 across 8 Banks - Diversified names. JPM ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,664 | $544,676 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,756 | $384,956 | |
| 3 | C |
Citigroup Inc
|
15 | $2,099 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15 | $1,725 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
16 | $1,521 | |
| 6 | RY |
Royal Bank Of Canada
|
7 | $1,448 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59 | $1,391 | |
| 8 | UBS |
UBS Group AG
|
27 | $1,338 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,676 | 1,664 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $305,631 | 1,039 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,566 | 39 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,301 | 39 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $3,835 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,373 | 16 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,236 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $4,206 | 21 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $3,742 | 22 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||