Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$283,140
+$28,692 QoQ
Shares Held
865
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4,691
of 5,048 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, 2026Lummis Asset Management, LP holds $3,000,657 across 4 Banks - Diversified names. JPM ranks #2 (9.4% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,140 | 865 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $254,448 | 865 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $278,720 | 865 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $270,638 | 858 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,742 | 858 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $210,467 | 858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,627 | 182 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $180,917 | 858 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $36,811 | 182 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,454 | 182 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $30,958 | 182 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||