Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$78,204,374
+$9,369,170 QoQ
Shares Held
238,916
+2.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#469
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $99,190,760 across 9 Banks - Diversified names. JPM ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
238,916 | $78,204,374 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,652 | $12,059,930 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
26,730 | $3,865,425 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,022 | $2,315,738 | |
| 5 | C |
Citigroup Inc
|
11,113 | $1,555,375 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
16,388 | $386,429 | |
| 7 | TD |
Toronto Dominion Bank
|
2,909 | $353,239 | |
| 8 | RY |
Royal Bank Of Canada
|
1,144 | $236,773 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,204,374 | 238,916 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $68,835,204 | 234,006 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $73,354,671 | 227,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,235,362 | 229,006 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $66,751,777 | 230,250 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $55,218,011 | 225,104 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $55,558,066 | 231,772 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $49,096,220 | 232,838 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $45,866,702 | 226,771 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,633,948 | 227,828 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,312,258 | 266,386 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,190,205 | 235,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,751,488 | 225,189 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,142,397 | 231,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,563,385 | 235,372 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,359,969 | 213,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,135,813 | 214,331 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,586,074 | 217,034 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $36,109,817 | 228,038 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $34,446,268 | 210,436 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,345,320 | 207,955 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,563,214 | 213,908 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,919,144 | 211,845 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $20,375,930 | 211,654 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,272,657 | 215,529 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,948,487 | 221,576 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||