Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,593,735
+$737,598 QoQ
Shares Held
20,144
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#1,836
of 5,056 holders
Holding Since
Dec 2024
7 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, 2026Impact Capital Partners LLC holds $8,962,234 across 6 Banks - Diversified names. JPM ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,144 | $6,593,735 | |
| 2 | UBS |
UBS Group AG
|
17,006 | $842,817 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,274 | $585,412 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,343 | $358,905 | |
| 5 | C |
Citigroup Inc
|
2,091 | $292,656 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,921 | $288,709 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,593,735 | 20,144 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $5,856,137 | 19,908 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $6,552,988 | 20,337 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $6,325,948 | 20,055 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $5,641,648 | 19,460 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $4,233,387 | 17,258 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $3,970,556 | 16,564 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||