Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$95,454,991
+$9,481,145 QoQ
Shares Held
291,617
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#413
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $123,742,984 across 12 Banks - Diversified names. JPM ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
291,617 | $95,454,991 | |
| 2 | C |
Citigroup Inc
|
81,041 | $11,342,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
147,065 | $8,379,761 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
85,748 | $7,086,213 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,702 | $1,113,785 | |
| 6 | TD |
Toronto Dominion Bank
|
1,050 | $127,501 | |
| 7 | UBS |
UBS Group AG
|
2,564 | $127,071 | |
| 8 | SAN |
Banco Santander, S.A.
|
3,650 | $50,370 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,454,991 | 291,617 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $85,973,846 | 292,269 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $95,934,881 | 297,731 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $95,409,056 | 302,473 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $87,085,191 | 300,387 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $35,989,434 | 146,716 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $37,889,040 | 158,062 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $33,452,516 | 158,648 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,193,318 | 159,168 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $22,871,455 | 114,186 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $20,218,765 | 118,864 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $17,295,519 | 119,263 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $17,281,326 | 118,821 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $15,005,066 | 115,149 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $15,447,246 | 115,192 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $12,782,648 | 122,322 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $14,345,386 | 127,390 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $17,454,140 | 128,038 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $20,267,691 | 127,993 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $21,096,039 | 128,878 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $20,270,749 | 130,325 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $20,291,801 | 133,297 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $17,139,963 | 134,886 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,057,772 | 135,637 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $12,404,820 | 131,882 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $11,703,089 | 129,991 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||