Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$62,810,698
+$6,043,996 QoQ
Shares Held
191,888
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#528
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$30,446
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $67,243,441 across 6 Banks - Diversified names. JPM ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
191,888 | $62,810,698 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,554 | $2,538,686 | |
| 3 | UBS |
UBS Group AG
|
14,930 | $739,930 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,501 | $506,279 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,901 | $405,018 | |
| 6 | C |
Citigroup Inc
|
1,735 | $242,830 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,810,698 | 191,888 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $56,766,702 | 192,979 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $62,759,755 | 194,773 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $62,600,868 | 198,462 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,994,465 | 200,043 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $50,421,905 | 205,552 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $49,680,136 | 207,251 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $44,418,079 | 210,652 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $42,760,797 | 211,415 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $42,675,716 | 213,059 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $37,250,198 | 218,990 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $31,380,877 | 216,390 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $31,856,304 | 219,034 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $28,722,538 | 220,417 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $29,909,797 | 223,041 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $23,701,122 | 226,805 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $24,318,804 | 215,956 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $29,211,193 | 214,284 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $33,977,792 | 214,574 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $35,817,825 | 218,815 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $34,492,704 | 221,761 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $33,766,896 | 221,815 | Shares | Defined | 2021-04-29 | |
| 2021-03-31 | $30,446 | 200 | Put | Sole | 2021-04-29 | |
| 2020-12-31 | $28,643,992 | 225,419 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $21,524,912 | 223,589 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $20,884,800 | 222,037 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $19,582,334 | 217,509 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||