Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$79,360,176
+$8,351,717 QoQ
Shares Held
242,447
+0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#463
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $149,972,003 across 12 Banks - Diversified names. JPM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
242,447 | $79,360,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,122,942 | $63,985,235 | |
| 3 | C |
Citigroup Inc
|
30,590 | $4,281,376 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,359 | $1,186,627 | |
| 5 | RY |
Royal Bank Of Canada
|
5,167 | $1,069,413 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
374 | $43,010 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
787 | $15,653 | |
| 8 | UBS |
UBS Group AG
|
270 | $13,381 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,360,176 | 242,447 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $71,008,459 | 241,394 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $77,649,542 | 240,983 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $72,098,781 | 228,573 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $66,068,749 | 227,894 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $55,946,797 | 228,075 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $54,797,466 | 228,599 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $49,189,842 | 233,282 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $46,610,614 | 230,449 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $46,347,016 | 231,388 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $38,610,318 | 226,986 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $32,543,793 | 224,409 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $32,248,847 | 221,733 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $29,240,912 | 224,395 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,098,359 | 216,990 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $22,405,949 | 214,411 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $23,356,552 | 207,411 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $26,967,640 | 197,826 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,276,500 | 197,515 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $31,640,458 | 193,295 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,113,666 | 187,178 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $27,195,280 | 178,646 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,064,688 | 173,642 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $16,430,208 | 170,668 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,066,012 | 170,806 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,314,733 | 170,107 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||