Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,882,637
+$1,682,977 QoQ
Shares Held
79,072
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#868
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $36,290,017 across 7 Banks - Diversified names. JPM ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
79,072 | $25,882,637 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,263 | $7,593,325 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
26,573 | $2,195,992 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,992 | $432,673 | |
| 5 | C |
Citigroup Inc
|
1,181 | $165,292 | |
| 6 | UBS |
UBS Group AG
|
237 | $11,745 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
420 | $8,353 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,882,637 | 79,072 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $24,199,660 | 82,267 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,610,367 | 79,481 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,227,058 | 83,147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,537,402 | 84,638 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $21,084,270 | 85,953 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20,597,561 | 85,927 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,423,049 | 87,371 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $17,597,429 | 87,004 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,264,057 | 86,191 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,787,303 | 86,933 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,704,187 | 87,603 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,651,243 | 86,986 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,648,280 | 89,389 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,135,245 | 90,494 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,793,217 | 93,715 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,086,904 | 98,454 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,320,372 | 97,714 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,716,692 | 105,568 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,909,340 | 103,301 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $16,334,810 | 105,020 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $17,303,375 | 113,666 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,497,416 | 114,090 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,625,993 | 110,377 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,557,952 | 112,247 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $9,997,471 | 111,046 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||