Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,200,509
+$2,392,507 QoQ
Shares Held
64,768
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#965
of 5,048 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, 2026MidFirst Bank holds $35,225,162 across 14 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
64,768 | $21,200,509 | |
| 2 | RY |
Royal Bank Of Canada
|
25,599 | $5,298,225 | |
| 3 | BAC |
Bank Of America Corp /De/
|
75,735 | $4,315,380 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
27,782 | $3,194,930 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,769 | $889,950 | |
| 6 | C |
Citigroup Inc
|
1,355 | $189,645 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
265 | $38,321 | |
| 8 | UBS |
UBS Group AG
|
715 | $35,435 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,200,509 | 64,768 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,808,002 | 63,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,176,942 | 65,722 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||