Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$59,455,566
+$5,274,530 QoQ
Shares Held
181,638
-1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#544
of 5,048 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ST GERMAIN D J CO INC holds $94,521,392 across 14 Banks - Diversified names. JPM ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
181,638 | $59,455,566 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
348,219 | $28,776,818 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
29,917 | $5,286,333 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,040 | $439,614 | |
| 5 | BAC |
Bank Of America Corp /De/
|
6,426 | $366,153 | |
| 6 | C |
Citigroup Inc
|
729 | $102,030 | |
| 7 | TD |
Toronto Dominion Bank
|
486 | $59,014 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,180 | $23,470 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,455,566 | 181,638 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $54,181,036 | 184,189 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $60,783,903 | 188,641 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $60,019,704 | 190,279 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $55,626,771 | 191,876 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $45,098,405 | 183,850 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $46,130,751 | 192,444 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $40,308,419 | 191,162 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $39,144,591 | 193,536 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $40,443,774 | 201,916 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $34,858,763 | 204,931 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $29,379,891 | 202,592 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $30,342,565 | 208,626 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $34,945,655 | 260,594 | Shares | Sole | 2023-02-27 | |
| 2022-09-30 | $20,928,006 | 200,268 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $22,552,179 | 200,268 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,593,621 | 202,418 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $31,811,089 | 200,891 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,557,268 | 205,005 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $32,721,727 | 210,375 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $32,577,220 | 214,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,383,076 | 215,496 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $20,540,070 | 213,359 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $19,674,906 | 209,174 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,808,887 | 208,918 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||