Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,125,360
+$137,865 QoQ
Shares Held
3,438
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#3,528
of 5,058 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 78%
Shared 22%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bank & Trust Co holds $6,531,081 across 5 Banks - Diversified names. JPM ranks #2 (17.2% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,360 | 3,438 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $987,495 | 3,357 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,081,692 | 3,357 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,058,898 | 3,357 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $973,227 | 3,357 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $829,359 | 3,381 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $810,459 | 3,381 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $715,026 | 3,391 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $702,246 | 3,472 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||