Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,282,430
+$664,863 QoQ
Shares Held
25,303
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,627
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $31,578,924 across 10 Banks - Diversified names. JPM ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
25,303 | $8,282,430 | |
| 2 | RY |
Royal Bank Of Canada
|
25,240 | $5,223,922 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,517 | $3,562,218 | |
| 4 | UBS |
UBS Group AG
|
57,440 | $2,846,726 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,834 | $2,382,841 | |
| 6 | C |
Citigroup Inc
|
16,000 | $2,239,360 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
12,663 | $2,237,552 | |
| 8 | BNS |
Bank Of Nova Scotia
|
22,305 | $1,936,966 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,282,430 | 25,303 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $7,617,567 | 25,896 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,467,941 | 26,280 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $8,555,092 | 27,122 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $7,931,937 | 27,360 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,937,084 | 28,280 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,922,105 | 28,877 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $6,233,232 | 29,561 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $6,054,855 | 29,936 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $6,118,363 | 30,546 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $5,249,456 | 30,861 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $4,494,024 | 30,989 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $5,159,047 | 35,472 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $4,624,571 | 35,489 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,857,236 | 36,221 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,774,853 | 36,123 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,273,211 | 37,947 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,105,271 | 52,122 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,619,901 | 67,066 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,026,578 | 91,799 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,707,706 | 94,559 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,718,811 | 109,826 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $13,536,385 | 106,527 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,478,166 | 98,454 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,500,764 | 111,639 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $8,704,910 | 96,689 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||