Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,442,159
+$333,183 QoQ
Shares Held
10,516
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,430
of 5,056 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HAZLETT, BURT & WATSON, INC. holds $4,535,416 across 6 Banks - Diversified names. JPM ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,516 | $3,442,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,556 | $658,456 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,678 | $303,947 | |
| 4 | C |
Citigroup Inc
|
565 | $79,077 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
298 | $43,093 | |
| 6 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,442,159 | 10,516 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,108,976 | 10,642 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,382,653 | 10,532 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,299,696 | 10,488 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,931,269 | 10,148 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,553,076 | 10,443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,600,836 | 10,865 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,342,007 | 11,128 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,207,447 | 10,914 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,163,826 | 10,803 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,854,776 | 10,994 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,601,299 | 11,071 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,638,225 | 11,284 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,460,767 | 11,245 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,464,236 | 10,965 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,144,793 | 10,955 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,215,838 | 10,797 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,498,283 | 10,991 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||