Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,463,792
+$553,674 QoQ
Shares Held
16,692
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,017
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, 2026SEARLE & CO. holds $17,085,048 across 4 Banks - Diversified names. JPM ranks #2 (32.0% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,463,792 | 16,692 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,910,118 | 16,692 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,378,496 | 16,692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,265,157 | 16,692 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,833,089 | 16,671 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,093,566 | 16,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,000,280 | 16,688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,152,468 | 304,242 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $56,823,328 | 280,942 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $52,471,990 | 261,967 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $44,562,798 | 261,980 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $37,869,652 | 261,134 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $37,979,328 | 261,134 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $34,026,156 | 261,117 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $35,015,789 | 261,117 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $27,286,726 | 261,117 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $935,901 | 8,311 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,132,955 | 8,311 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,236,871 | 7,811 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,367,629 | 8,355 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,299,536 | 8,355 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,271,881 | 8,355 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,061,669 | 8,355 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $852,470 | 8,855 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $838,074 | 8,910 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $792,984 | 8,808 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||