Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$893,610
+$12,601 QoQ
Shares Held
2,730
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,763
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, 2026Burkett Asset Management Ltd holds $20,887,146 across 6 Banks - Diversified names. JPM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
41,598 | $8,609,538 | |
| 2 | TD |
Toronto Dominion Bank
|
46,041 | $5,590,758 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
21,430 | $3,786,681 | |
| 4 | SAN |
Banco Santander, S.A.
|
117,935 | $1,627,503 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
2,730 | $893,610 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,365 | $379,056 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,610 | 2,730 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $881,009 | 2,995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,074,603 | 3,335 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||