Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$55,637,260
+$6,736,691 QoQ
Shares Held
169,973
+2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#560
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $73,468,290 across 9 Banks - Diversified names. JPM ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
169,973 | $55,637,260 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,671 | $13,941,353 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,103 | $2,184,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,474 | $1,196,131 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 6 | TD |
Toronto Dominion Bank
|
1,135 | $137,823 | |
| 7 | C |
Citigroup Inc
|
741 | $103,710 | |
| 8 | ING |
Ing Groep NV
|
900 | $28,242 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,637,260 | 169,973 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $48,900,569 | 166,238 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $53,320,641 | 165,479 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $51,852,274 | 164,386 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $48,572,390 | 167,543 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $39,735,655 | 161,988 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $36,930,200 | 154,062 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $32,150,455 | 152,473 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $30,855,570 | 152,554 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $29,469,937 | 147,129 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $24,395,571 | 143,419 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $20,893,176 | 144,071 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $20,868,456 | 143,485 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $19,159,738 | 147,032 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $21,907,379 | 163,366 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $16,991,072 | 162,594 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $17,930,888 | 159,230 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $21,698,190 | 159,171 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $24,486,925 | 154,638 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,689,506 | 156,940 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $24,555,565 | 157,873 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $23,837,998 | 156,592 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,713,892 | 155,142 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $15,251,189 | 158,421 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $14,834,859 | 157,717 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $14,198,179 | 157,705 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||