Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,783,921
+$961,757 QoQ
Shares Held
17,670
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.90%
of 13F equity value
Holder Rank
#1,959
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $5,840,387 across 17 Banks - Diversified names. JPM ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,670 | $5,783,921 | |
| 2 | BAC |
Bank Of America Corp /De/
|
312 | $17,777 | |
| 3 | TD |
Toronto Dominion Bank
|
72 | $8,742 | |
| 4 | RY |
Royal Bank Of Canada
|
22 | $4,553 | |
| 5 | C |
Citigroup Inc
|
30 | $4,198 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
38 | $3,613 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
136 | $2,705 | |
| 8 | SAN |
Banco Santander, S.A.
|
184 | $2,539 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,783,921 | 17,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,822,164 | 16,393 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,978,943 | 15,452 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,531,467 | 14,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $417,760 | 1,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,540,169 | 14,432 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,731,805 | 15,568 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||