Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,803,512
+$1,168,014 QoQ
Shares Held
39,115
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,270
of 5,056 holders
Holding Since
Sep 2023
12 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, 2026NBC SECURITIES, INC. holds $20,195,149 across 18 Banks - Diversified names. JPM ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
39,115 | $12,803,512 | |
| 2 | RY |
Royal Bank Of Canada
|
9,429 | $1,951,520 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,979 | $1,252,363 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
15,097 | $1,247,616 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,203 | $1,041,625 | |
| 6 | UBS |
UBS Group AG
|
10,656 | $528,111 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,708 | $478,503 | |
| 8 | C |
Citigroup Inc
|
2,964 | $414,841 |
All Filings in JPM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,803,512 | 39,115 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,635,498 | 39,555 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,878,488 | 39,968 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,644,957 | 40,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,699,318 | 40,355 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $10,203,498 | 41,596 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,828 | 41 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,279,948 | 44,010 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,980,748 | 44,402 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,859,669 | 44,232 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,367,881 | 43,315 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,947,995 | 41,015 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||