Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,716,401
+$2,095,185 QoQ
Shares Held
57,179
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,043
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026EQUITABLE TRUST CO holds $44,043,668 across 6 Banks - Diversified names. JPM ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,179 | $18,716,401 | |
| 2 | BAC |
Bank Of America Corp /De/
|
275,949 | $15,723,573 | |
| 3 | C |
Citigroup Inc
|
35,504 | $4,969,139 | |
| 4 | UBS |
UBS Group AG
|
74,386 | $3,686,570 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,206 | $678,143 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,866 | $269,842 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,716,401 | 57,179 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,621,216 | 56,504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $18,562,127 | 57,607 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,266,234 | 57,909 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,875,371 | 58,209 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,768,285 | 60,205 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,356,950 | 59,893 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,349,648 | 58,568 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,522,751 | 56,970 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,970,431 | 54,770 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,129,418 | 47,792 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,100,904 | 48,965 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,798,301 | 46,743 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $6,093,946 | 46,765 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,268,906 | 46,748 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $3,637,749 | 34,811 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,784,934 | 33,611 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,020,528 | 36,829 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,564,102 | 35,138 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,240,207 | 32,013 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,985,522 | 32,053 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,715,780 | 30,978 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,590,361 | 28,255 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,429,661 | 25,238 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,005,735 | 21,324 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $3,043,193 | 33,802 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||