Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,214,325
+$1,215,239 QoQ
Shares Held
34,260
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#1,358
of 5,056 holders
Holding Since
Dec 2023
11 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, 2026Capital Investment Counsel, LLC holds $20,592,835 across 3 Banks - Diversified names. JPM ranks #1 (54.5% 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 | $11,214,325 | 34,260 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,999,086 | 33,992 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,931,635 | 33,926 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,661,534 | 33,800 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,455,894 | 36,066 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,112,895 | 37,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,109,699 | 38,003 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,889,748 | 37,417 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,435,077 | 36,760 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,128,677 | 35,590 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $3,427,685 | 20,151 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||