Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$710,633
+$426,435 QoQ
Shares Held
2,171
+146.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,990
of 5,056 holders
Holding Since
Dec 2022
13 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, 2026Saranac Partners Ltd holds $11,689,683 across 3 Banks - Diversified names. JPM ranks #2 (6.1% of the industry book) .
All Filings in JPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,633 | 2,171 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $284,198 | 882 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,506,462 | 26,968 | Shares | Sole | 2025-12-05 | |
| 2025-06-30 | $7,349,508 | 25,351 | Shares | Sole | 2025-12-15 | |
| 2025-03-31 | $6,288,265 | 25,635 | Shares | Sole | 2025-12-15 | |
| 2024-12-31 | $396,720 | 1,655 | Principal | Sole | 2026-02-02 | |
| 2024-12-31 | $5,422,000 | 22,619 | Shares | Sole | 2026-02-02 | |
| 2024-06-30 | $5,121,020 | 25,319 | Shares | Sole | 2026-02-02 | |
| 2024-03-31 | $455,081 | 2,272 | Shares | Sole | 2026-02-02 | |
| 2023-12-31 | $439,198 | 2,582 | Shares | Sole | 2026-02-02 | |
| 2023-09-30 | $380,967 | 2,627 | Shares | Sole | 2026-02-02 | |
| 2023-06-30 | $382,070 | 2,627 | Shares | Sole | 2026-02-06 | |
| 2023-03-31 | $342,324 | 2,627 | Shares | Sole | 2026-02-06 | |
| 2022-12-31 | $321,169 | 2,395 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||