Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,854,289
+$976,091 QoQ
Shares Held
20,940
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#1,802
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $10,826,745 across 4 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,854,289 | 20,940 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,878,198 | 19,983 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,434,713 | 13,763 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,424,851 | 14,028 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,240,512 | 14,627 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,237,224 | 13,197 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,062,534 | 12,776 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||