Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$40,192,522
+$3,420,171 QoQ
Shares Held
122,789
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#672
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. JPM ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
122,789 | $40,192,522 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
46,083 | $8,142,865 | |
| 3 | BAC |
Bank Of America Corp /De/
|
61,046 | $3,478,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,569 | $2,608,861 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,402 | $1,504,233 | |
| 6 | C |
Citigroup Inc
|
4,738 | $663,130 | |
| 7 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,192,522 | 122,789 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $36,772,351 | 125,008 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $40,683,495 | 126,260 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $40,510,673 | 128,430 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $38,408,144 | 132,483 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $33,559,491 | 136,810 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $33,715,450 | 140,651 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $30,158,883 | 143,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,596,501 | 146,329 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,319,311 | 146,377 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $25,889,219 | 152,200 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,822,841 | 143,586 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $14,236,684 | 97,887 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $12,900,428 | 98,998 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,359,309 | 99,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,446,237 | 99,964 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,550,744 | 102,573 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $13,941,446 | 102,270 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $16,505,770 | 104,236 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $17,358,178 | 106,043 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $17,022,141 | 109,439 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $17,140,336 | 112,595 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $14,867,317 | 117,001 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $12,032,401 | 124,986 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,242,991 | 119,530 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,936,484 | 121,476 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||