Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$97,978,378
+$8,643,752 QoQ
Shares Held
299,326
-1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#409
of 5,058 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, 2026PARK NATIONAL CORP /OH/ holds $105,369,050 across 7 Banks - Diversified names. JPM ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
299,326 | $97,978,378 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,576 | $3,736,519 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,058 | $1,743,707 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,930 | $1,068,534 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,325 | $410,827 | |
| 6 | UBS |
UBS Group AG
|
4,595 | $227,728 | |
| 7 | BCS |
Barclays PLC
|
7,571 | $203,357 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,978,378 | 299,326 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $89,334,626 | 303,694 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $98,165,933 | 304,655 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $104,932,205 | 332,664 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $100,964,636 | 348,262 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $90,224,773 | 367,814 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $90,891,320 | 379,172 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $82,159,278 | 389,639 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $84,581,490 | 418,182 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $89,298,146 | 445,822 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $78,374,084 | 460,753 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $67,234,751 | 463,624 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $68,554,452 | 471,359 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $64,452,758 | 494,611 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $65,856,241 | 491,098 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $52,478,855 | 502,190 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $56,626,726 | 502,857 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $67,468,584 | 494,928 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $79,013,007 | 498,977 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $83,977,552 | 513,028 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $80,423,667 | 517,061 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $78,445,336 | 515,308 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $67,573,284 | 531,780 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $52,112,201 | 541,313 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $51,754,821 | 550,232 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $50,485,582 | 560,764 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||