Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,439,167
-$2,873,907 QoQ
Shares Held
50,222
-23.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,116
of 5,056 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $45,500,631 across 4 Banks - Diversified names. JPM ranks #1 (36.1% 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 | $16,439,167 | 50,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,313,074 | 65,655 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,912,248 | 68,004 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,145,078 | 70,206 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $20,616,369 | 71,113 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,282,209 | 74,530 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,916,404 | 74,742 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,998,159 | 75,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,408,773 | 76,183 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,462,759 | 77,198 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,267,289 | 77,997 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||