Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,923,588
+$1,756,417 QoQ
Shares Held
63,922
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#978
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$65,466
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. JPM ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
|
2,014 | $281,879 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,466 | 200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $20,923,588 | 63,922 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,167,171 | 65,159 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,376,226 | 63,237 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,382,771 | 64,619 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,560,907 | 64,023 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,528,961 | 63,306 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $19,469,246 | 81,220 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,300,852 | 82,049 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $16,715,777 | 82,645 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,493,903 | 82,346 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $14,160,314 | 83,247 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $12,438,365 | 85,770 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $13,048,585 | 89,718 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,726,987 | 89,993 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,718,730 | 87,388 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $9,284,093 | 88,843 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $9,851,573 | 87,484 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $11,632,049 | 85,329 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $12,979,791 | 81,969 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,883,548 | 78,707 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,178,782 | 78,300 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,499,758 | 75,542 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $9,546,896 | 75,131 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,953,389 | 72,228 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,284,618 | 66,815 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,843,397 | 64,905 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||