Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,718,440
+$765,969 QoQ
Shares Held
23,580
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,684
of 5,058 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, 2026MORTON COMMUNITY BANK holds $14,607,131 across 2 Banks - Diversified names. JPM ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,580 | $7,718,440 | |
| 2 | C |
Citigroup Inc
|
49,219 | $6,888,691 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,718,440 | 23,580 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,952,471 | 23,635 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $7,523,837 | 23,350 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,476,636 | 23,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,948,272 | 23,967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,861,934 | 23,897 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,968,778 | 24,900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,352,681 | 25,385 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,251,276 | 25,963 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $5,098,035 | 25,452 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,222,222 | 24,822 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||