Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,804,896
+$281,737 QoQ
Shares Held
5,514
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#3,056
of 5,056 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Bancorp, Inc /ME/ holds $3,792,836 across 7 Banks - Diversified names. JPM ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,514 | $1,804,896 | |
| 2 | C |
Citigroup Inc
|
6,475 | $906,240 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,003 | $578,727 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,137 | $349,686 | |
| 5 | TD |
Toronto Dominion Bank
|
882 | $107,101 | |
| 6 | UBS |
UBS Group AG
|
647 | $32,065 | |
| 7 | ING |
Ing Groep NV
|
450 | $14,121 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,804,896 | 5,514 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,523,159 | 5,178 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,676,832 | 5,204 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,808,044 | 5,732 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,592,184 | 5,492 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,248,576 | 5,090 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,219,403 | 5,087 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,073,698 | 5,092 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,138,116 | 5,627 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,120,077 | 5,592 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $938,441 | 5,517 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $803,264 | 5,539 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $820,717 | 5,643 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $743,678 | 5,707 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $734,197 | 5,475 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $579,243 | 5,543 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $632,079 | 5,613 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $679,963 | 4,988 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $779,397 | 4,922 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $795,042 | 4,857 | Shares | Sole | 2021-10-19 | |
| 2021-03-31 | $744,099 | 4,888 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||