ATALANTA SOSNOFF CAPITAL, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 700529 New York, NY

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$172,153,975

+$18,965,449 QoQ

Shares Held

525,934

+1.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#294

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, 2026

ATALANTA SOSNOFF CAPITAL, LLC holds $269,428,198 across 4 Banks - Diversified names. JPM ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	525,934	$172,153,975
2	BAC	Bank Of America Corp /De/	1,683,763	$95,940,814
3	C	Citigroup Inc	4,980	$697,000
4	WFC	Wells Fargo & Company/Mn	7,701	$636,409

All Filings in JPM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,153,975	525,934	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$153,188,526	520,766	-21.3%	Shares	Sole	2026-05-15
2025-12-31	$213,179,785	661,597	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$211,776,862	671,391	-1.7%	Shares	Defined	2025-11-14
2025-06-30	$197,981,568	682,907	-0.8%	Shares	Sole	2025-08-12
2025-03-31	$168,948,657	688,743	+10.5%	Shares	Sole	2025-05-15
2024-12-31	$149,358,266	623,079	-1.1%	Shares	Defined	2025-02-14
2024-09-30	$132,905,690	630,303	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$128,086,200	633,275	-4.4%	Shares	Defined	2024-08-13
2024-03-31	$132,639,059	662,202	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$113,090,303	664,846	-1.0%	Shares	Sole	2024-02-12
2023-09-30	$97,343,659	671,243	+59.2%	Shares	Defined	2023-11-13
2023-06-30	$61,321,284	421,626	+1.5%	Shares	Defined	2023-08-07
2023-03-31	$54,111,747	415,254	-0.1%	Shares	Sole	2023-05-11
2022-12-31	$55,761,058	415,817	+15059.2%	Shares	Sole	2023-05-22
2022-09-30	$286,643	2,743	-15.2%	Shares	Sole	2022-10-12
2022-06-30	$364,068	3,233	-22.6%	Shares	Sole	2022-07-14
2022-03-31	$569,681	4,179	-99.5%	Shares	Sole	2022-04-11
2021-12-31	$137,530,141	868,520	+6.1%	Shares	Sole	2022-01-25
2021-09-30	$134,020,531	818,746	+0.5%	Shares	Sole	2021-10-14
2021-06-30	$126,694,639	814,547	-0.3%	Shares	Sole	2021-07-13
2021-03-31	$124,385,762	817,091	+38.4%	Shares	Sole	2021-04-20
2020-12-31	$75,007,514	590,285	+3.1%	Shares	Sole	2021-01-14
2020-09-30	$55,123,142	572,589	-25.8%	Shares	Sole	2020-10-14
2020-06-30	$72,545,655	771,270	-21.6%	Shares	Sole	2020-07-21
2020-03-31	$88,580,696	983,902	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.