Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,843,276
+$61,651,851 QoQ
Shares Held
699,121
+23.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#246
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Life Cycle Investment Partners Ltd holds $602,813,062 across 4 Banks - Diversified names. JPM ranks #1 (38.0% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,843,276 | 699,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $167,191,425 | 568,369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $120,435,202 | 373,767 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||