Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$239,605
+$37,251 QoQ
Shares Held
732
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#4,824
of 5,058 holders
Holding Since
Dec 2022
5 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, 2026Ted Buchan & Co holds $2,922,474 across 2 Banks - Diversified names. JPM ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
|
28,214 | $2,682,869 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
732 | $239,605 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,605 | 732 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $202,354 | 628 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $212,915 | 675 | Shares | Sole | 2025-11-12 | |
| 2023-03-31 | $951,523 | 7,302 | Shares | Sole | 2024-09-06 | |
| 2022-12-31 | $1,064,619 | 7,939 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||