Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,050,047
+$437,913 QoQ
Shares Held
15,428
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#2,085
of 5,056 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, 2026Crews Bank & Trust holds $6,978,062 across 9 Banks - Diversified names. JPM ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,428 | $5,050,047 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,754 | $897,662 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,683 | $387,988 | |
| 4 | C |
Citigroup Inc
|
1,426 | $199,582 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,231 | $184,369 | |
| 6 | TD |
Toronto Dominion Bank
|
1,020 | $123,858 | |
| 7 | RY |
Royal Bank Of Canada
|
302 | $62,504 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
400 | $46,000 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,050,047 | 15,428 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,612,134 | 15,679 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,097,198 | 15,819 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,072,114 | 16,080 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,705,529 | 16,231 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,972,388 | 16,194 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,938,675 | 16,431 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||