LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
Position in JPM — Jpmorgan Chase & Co
CIK 897599
BETHESDA, MD
Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,798,152
+$743,825 QoQ
Shares Held
94,089
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#782
of 5,048 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, 2026LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $59,585,209 across 8 Banks - Diversified names. JPM ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
94,089 | $30,798,152 | |
| 2 | BAC |
Bank Of America Corp /De/
|
266,960 | $15,211,380 | |
| 3 | BCS |
Barclays PLC
|
142,400 | $3,824,864 | |
| 4 | ING |
Ing Groep NV
|
82,100 | $2,576,298 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
16,800 | $1,932,000 | |
| 6 | SAN |
Banco Santander, S.A.
|
131,780 | $1,818,564 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
73,870 | $1,741,854 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
84,570 | $1,682,097 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,798,152 | 94,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,054,327 | 102,170 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $76,130,919 | 236,270 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $80,892,023 | 256,450 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $77,121,858 | 266,020 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $81,196,753 | 331,010 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $82,347,576 | 343,530 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $60,390,304 | 286,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,118,669 | 124,190 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,759,622 | 38,740 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,849,175 | 16,750 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,713,265 | 80,770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,725,172 | 94,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,447,200 | 172,260 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,802,201 | 244,610 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,616,020 | 235,560 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,839,722 | 140,660 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,586,457 | 143,680 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,815,147 | 118,820 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,702,635 | 89,820 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,876,889 | 134,222 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $12,142,169 | 79,762 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,876,175 | 85,592 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,144,879 | 94,992 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,037,615 | 85,452 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,338,124 | 148,152 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||