Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,922,563
+$6,444,175 QoQ
Shares Held
228,890
-1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#481
of 5,072 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 80%
None 20%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $662,947,689 across 12 Banks - Diversified names. JPM ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,608,236 | $195,288,097 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
973,584 | $172,032,292 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
675,677 | $77,702,855 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
228,890 | $74,922,563 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,407,528 | $67,775,731 | |
| 6 | RY |
Royal Bank Of Canada
|
241,259 | $49,933,375 | |
| 7 | BNS |
Bank Of Nova Scotia
|
268,713 | $23,335,036 | |
| 8 | SAN |
Banco Santander, S.A.
|
54,423 | $751,037 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,922,563 | 228,890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,478,388 | 232,793 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $73,760,991 | 228,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,374,399 | 162,871 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $45,999,149 | 158,667 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,969,005 | 154,786 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,171,123 | 13,229 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,503,329 | 11,872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,082,671 | 10,297 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||