Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$27,248,257
+$1,183,035 QoQ
Shares Held
83,244
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#836
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ROCKLAND TRUST CO holds $36,149,972 across 8 Banks - Diversified names. JPM ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
83,244 | $27,248,257 | |
| 2 | BAC |
Bank Of America Corp /De/
|
82,701 | $4,712,302 | |
| 3 | TD |
Toronto Dominion Bank
|
8,417 | $1,022,075 | |
| 4 | RY |
Royal Bank Of Canada
|
4,800 | $993,456 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,059 | $913,914 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,243 | $573,038 | |
| 7 | BNS |
Bank Of Nova Scotia
|
3,977 | $345,362 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,362 | $341,568 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,248,257 | 83,244 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $26,065,222 | 88,609 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $29,684,194 | 92,124 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $33,070,942 | 104,844 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $32,907,683 | 113,510 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $33,893,346 | 138,171 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $38,519,957 | 160,694 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $39,963,452 | 189,526 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $39,432,608 | 194,960 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $39,515,183 | 197,280 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $35,312,249 | 207,597 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $29,805,525 | 205,527 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $28,243,284 | 194,192 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $24,603,960 | 188,811 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $24,094,282 | 179,674 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $18,957,031 | 181,407 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $19,270,611 | 171,127 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $21,491,528 | 157,655 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $23,167,238 | 146,304 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $23,888,426 | 145,937 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $23,081,668 | 148,397 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $22,692,469 | 149,067 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $18,999,759 | 149,522 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $12,784,461 | 132,798 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $10,767,987 | 114,480 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $12,793,352 | 142,101 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||