Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$78,774,910
+$4,839,854 QoQ
Shares Held
240,659
-4.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#465
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $158,858,706 across 7 Banks - Diversified names. JPM ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
240,659 | $78,774,910 | |
| 2 | C |
Citigroup Inc
|
363,622 | $50,892,535 | |
| 3 | BAC |
Bank Of America Corp /De/
|
446,549 | $25,444,362 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,268 | $2,352,515 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,580 | $956,971 | |
| 6 | TD |
Toronto Dominion Bank
|
1,900 | $230,717 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,392 | $206,696 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,774,910 | 240,659 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $73,935,056 | 251,343 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $82,935,239 | 257,387 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $82,788,073 | 262,461 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $78,004,924 | 269,066 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $68,170,832 | 277,908 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,888,438 | 279,039 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,845,965 | 279,076 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $56,795,821 | 280,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,759,211 | 283,371 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $49,260,279 | 289,596 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,000,431 | 275,827 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $39,074,346 | 268,663 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $31,088,838 | 238,576 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $32,168,042 | 239,881 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $25,242,184 | 241,552 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,950,302 | 186,043 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,314,809 | 171,030 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,356,268 | 160,128 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,179,432 | 159,933 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $25,103,222 | 161,394 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,978,964 | 164,087 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,800,555 | 155,824 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,449,925 | 129,323 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,243,884 | 130,171 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,289,001 | 192,036 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||